HM Payson & Co’s Evercore EVR Stock Holding History

HM Payson & Co’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	-131	Closed	-$25.2K	–	1010
2024 Q1	$25.2K	Hold	131	–	–	﹤0.01%	709
2023 Q4	$22.4K	Sell	131 -131	-50%	-$19K	﹤0.01%	720
2023 Q3	$36.1K	Buy	+262	New	+$35.6K	﹤0.01%	642

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HM Payson & Co's EVR Position: Q2 2024 in Review

HM Payson & Co sold out of Evercore (EVR) in Q2 2024, closing a stake of 131 shares — an estimated $25.2K sold.

HM Payson & Co first reported a position in EVR in Q3 2023 and held it in 3 quarters. The position peaked at $36.1K in Q3 2023. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

HM Payson & Co reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
HM Payson & Co sold 131 Evercore shares in Q2 2024, an estimated $25.2K.
HM Payson & Co first reported a position in Evercore in Q3 2023 and held it in 3 quarters.
HM Payson & Co's Evercore position peaked at $36.1K in Q3 2023.
470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on HM Payson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.