GI
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Gradient Investments’s Evercore EVR Stock Holding History

Gradient Investments’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-174
Closed -$36.3K – 621
2024
Q2 		$36.3K Buy
+174
New +$33.9K ﹤0.01% 537
2023
Q2 		– Sell
-2
Closed -$231 – 1801
2023
Q1 		$231 Hold
2
– – ﹤0.01% 1370
2022
Q4 		$218 Hold
2
– – ﹤0.01% 1374
2022
Q3 		$0 Buy
+2
New +$189 ﹤0.01% 1393

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gradient Investments's EVR Position: Q3 2024 in Review

Gradient Investments sold out of Evercore (EVR) in Q3 2024, closing a stake of 174 shares — an estimated $36.3K sold.

Gradient Investments first reported a position in EVR in Q3 2022 and held it in 4 quarters. The position peaked at $36.3K in Q2 2024. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Gradient Investments reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 174 Evercore shares in Q3 2024, an estimated $36.3K.
  • Gradient Investments first reported a position in Evercore in Q3 2022 and held it in 4 quarters.
  • Gradient Investments's Evercore position peaked at $36.3K in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.