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Gyon Technologies Capital Management’s Evercore EVR Stock Holding History

Gyon Technologies Capital Management’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
2023
Q1 		– Sell
-614
Closed -$67K – 139
2022
Q4 		$67K Buy
+614
New +$64.1K 0.03% 383
2022
Q3 		– Sell
-2,950
Closed -$276K – 431
2022
Q2 		$276K Buy
+2,950
New +$314K 0.08% 292
2020
Q4 		– Sell
-5,238
Closed -$343K – 372
2020
Q3 		$343K Buy
+5,238
New +$318K 0.27% 142

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gyon Technologies Capital Management's EVR Position: Q1 2023 in Review

Gyon Technologies Capital Management sold out of Evercore (EVR) in Q1 2023, closing a stake of 614 shares — an estimated $67K sold.

Gyon Technologies Capital Management first reported a position in EVR in Q3 2020 and held it in 3 quarters. The position peaked at $343K in Q3 2020. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • Gyon Technologies Capital Management reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • Gyon Technologies Capital Management sold 614 Evercore shares in Q1 2023, an estimated $67K.
  • Gyon Technologies Capital Management first reported a position in Evercore in Q3 2020 and held it in 3 quarters.
  • Gyon Technologies Capital Management's Evercore position peaked at $343K in Q3 2020.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on Gyon Technologies Capital Management's 13F filing for Q1 2023.