Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Evercore EVR Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2022
Q4 		– Sell
-5,800
Closed -$477K – 732
2022
Q3 		$477K Buy
+5,800
New +$548K ﹤0.01% 579

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s EVR Position: Q4 2022 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Evercore (EVR) in Q4 2022, closing a stake of 5,800 shares — an estimated $477K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EVR in Q3 2022 and held it in 1 quarter. The position peaked at $477K in Q3 2022. 394 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Evercore position as of Q4 2022 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 5,800 Evercore shares in Q4 2022, an estimated $477K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Evercore in Q3 2022 and held it in 1 quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Evercore position peaked at $477K in Q3 2022.
  • 394 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2022, filed 13 Feb 2023.