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Harel Insurance Investments & Financial Services’s Evercore EVR Stock Holding History

Harel Insurance Investments & Financial Services’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
Q2 		– Sell
-10,000
Closed -$1.11M – 739
2022
Q1 		$1.11M Buy
+10,000
New +$1.23M 0.02% 190

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Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services's EVR Position: Q2 2022 in Review

Harel Insurance Investments & Financial Services sold out of Evercore (EVR) in Q2 2022, closing a stake of 10,000 shares — an estimated $1.11M sold.

Harel Insurance Investments & Financial Services first reported a position in EVR in Q1 2022 and held it in 1 quarter. The position peaked at $1.11M in Q1 2022. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

  • Harel Insurance Investments & Financial Services reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 10,000 Evercore shares in Q2 2022, an estimated $1.11M.
  • Harel Insurance Investments & Financial Services first reported a position in Evercore in Q1 2022 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Evercore position peaked at $1.11M in Q1 2022.
  • 381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.