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Industrial Alliance Investment Management’s Evercore EVR Stock Holding History

Industrial Alliance 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
Q1 		– Sell
-471
Closed -$51K – 540
2022
Q4 		$51K Buy
471
+272
+137% +$28.4K ﹤0.01% 398
2022
Q3 		$16K Buy
+199
New +$18.8K ﹤0.01% 393

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Industrial Alliance Investment Management's EVR Position: Q1 2023 in Review

Industrial Alliance Investment Management sold out of Evercore (EVR) in Q1 2023, closing a stake of 471 shares — an estimated $51K sold.

Industrial Alliance Investment Management first reported a position in EVR in Q3 2022 and held it in 2 quarters. The position peaked at $51K in Q4 2022. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • Industrial Alliance Investment Management reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 471 Evercore shares in Q1 2023, an estimated $51K.
  • Industrial Alliance Investment Management first reported a position in Evercore in Q3 2022 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Evercore position peaked at $51K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q1 2023, filed 11 May 2023.