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Harvest Group Wealth Management’s Evercore EVR Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-9
Closed -$1K – 240
2020
Q4 		$1K Hold
9
– – ﹤0.01% 460
2020
Q3 		$1K Hold
9
– – ﹤0.01% 447
2020
Q2 		$0 Hold
9
– – ﹤0.01% 582
2020
Q1 		$0 Buy
+9
New +$603 ﹤0.01% 638

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Harvest Group Wealth Management's EVR Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Evercore (EVR) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in EVR in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 9 Evercore shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Evercore in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Evercore position peaked at $1K in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.