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Handelsinvest Investeringsforvaltning’s Evercore EVR Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$324K Sell
1,682
-873
-34% -$158K 0.16% 147
2023
Q4 		$437K Buy
+2,555
New +$370K 0.18% 161

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's EVR Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Evercore (EVR) stake by 34% in Q1 2024, selling an estimated $158K and leaving 1,682 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #147.

Handelsinvest Investeringsforvaltning first reported a position in EVR in Q4 2023 and has held it in 2 quarters since. The position peaked at $437K in Q4 2023. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 1,682 shares of Evercore worth $324K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 873 Evercore shares in Q1 2024, an estimated $158K.
  • Evercore made up 0.16% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #147 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Evercore in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Evercore position peaked at $437K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.