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Hennion & Walsh Asset Management’s Evercore EVR Stock Holding History

Hennion & Walsh Asset 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
2024
Q2 		– Sell
-2,245
Closed -$432K – 862
2024
Q1 		$432K Sell
2,245
-3,077
-58% -$557K 0.02% 605
2023
Q4 		$910K Sell
5,322
-3,244
-38% -$470K 0.05% 424
2023
Q3 		$1.18M Sell
8,566
-1,916
-18% -$260K 0.08% 322
2023
Q2 		$1.29M Sell
10,482
-31
-0.3% -$3.57K 0.08% 322
2023
Q1 		$1.21M Sell
10,513
-1,055
-9% -$131K 0.07% 322
2022
Q4 		$1.26M Buy
11,568
+1,707
+17% +$178K 0.08% 296
2022
Q3 		$811K Buy
9,861
+2,089
+27% +$198K 0.05% 378
2022
Q2 		$728K Buy
7,772
+663
+9% +$70.6K 0.05% 401
2022
Q1 		$791K Sell
7,109
-1,292
-15% -$159K 0.04% 398
2021
Q4 		$1.14M Sell
8,401
-610
-7% -$88.9K 0.06% 327
2021
Q3 		$1.21M Buy
9,011
+1,411
+19% +$192K 0.06% 317
2021
Q2 		$1.07M Buy
7,600
+2,060
+37% +$288K 0.06% 348
2021
Q1 		$730K Buy
+5,540
New +$676K 0.04% 425

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hennion & Walsh Asset Management's EVR Position: Q2 2024 in Review

Hennion & Walsh Asset Management sold out of Evercore (EVR) in Q2 2024, closing a stake of 2,245 shares — an estimated $432K sold.

Hennion & Walsh Asset Management first reported a position in EVR in Q1 2021 and held it in 13 quarters. The position peaked at $1.29M in Q2 2023. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Hennion & Walsh Asset Management reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 2,245 Evercore shares in Q2 2024, an estimated $432K.
  • Hennion & Walsh Asset Management first reported a position in Evercore in Q1 2021 and held it in 13 quarters.
  • Hennion & Walsh Asset Management's Evercore position peaked at $1.29M in Q2 2023.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.