HIM
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Hillsdale Investment Management’s Evercore EVR Stock Holding History

Hillsdale Investment 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
Q3 		– Sell
-3,995
Closed -$494K – 593
2023
Q2 		$494K Buy
+3,995
New +$460K 0.05% 241
2022
Q2 		– Sell
-4,180
Closed -$465K – 568
2022
Q1 		$465K Sell
4,180
-300
-7% -$36.9K 0.03% 379
2021
Q4 		$609K Buy
4,480
+100
+2% +$14.6K 0.04% 357
2021
Q3 		$585K Buy
4,380
+4,300
+5,375% +$584K 0.05% 367
2021
Q2 		$11K Sell
80
-4,000
-98% -$559K ﹤0.01% 534
2021
Q1 		$538K Buy
+4,080
New +$498K 0.05% 345
2019
Q4 		– Sell
-100
Closed -$8K – 607
2019
Q3 		$8K Hold
100
– – ﹤0.01% 509
2019
Q2 		$9K Hold
100
– – ﹤0.01% 496
2019
Q1 		$9K Sell
100
-5,070
-98% -$445K ﹤0.01% 492
2018
Q4 		$370K Buy
5,170
+4,600
+807% +$378K 0.04% 342
2018
Q3 		$57K Sell
570
-17,730
-97% -$1.91M 0.01% 292
2018
Q2 		$1.93M Buy
18,300
+3,700
+25% +$382K 0.24% 67
2018
Q1 		$1.27M Hold
14,600
– – 0.18% 118
2017
Q4 		$1.31M Hold
14,600
– – 0.21% 100
2017
Q3 		$1.17M Hold
14,600
– – 0.2% 111
2017
Q2 		$1.03M Sell
14,600
-2,200
-13% -$160K 0.2% 105
2017
Q1 		$1.31M Hold
16,800
– – 0.26% 63
2016
Q4 		$1.15M Buy
+16,800
New +$1.03M 0.24% 75
2015
Q1 		– Sell
-90
Closed -$5K – 527
2014
Q4 		$5K Hold
90
– – ﹤0.01% 530
2014
Q3 		$4K Hold
90
– – ﹤0.01% 529
2014
Q2 		$5K Hold
90
– – ﹤0.01% 521
2014
Q1 		$5K Buy
+90
New +$5.15K ﹤0.01% 513

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
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 $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Hillsdale Investment Management's EVR Position: Q3 2023 in Review

Hillsdale Investment Management sold out of Evercore (EVR) in Q3 2023, closing a stake of 3,995 shares — an estimated $494K sold.

Hillsdale Investment Management first reported a position in EVR in Q1 2014 and held it in 22 quarters. The position peaked at $1.93M in Q2 2018. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Hillsdale Investment Management reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,995 Evercore shares in Q3 2023, an estimated $494K.
  • Hillsdale Investment Management first reported a position in Evercore in Q1 2014 and held it in 22 quarters.
  • Hillsdale Investment Management's Evercore position peaked at $1.93M in Q2 2018.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.