Innealta Capital’s Evercore EVR Stock Holding History

Innealta Capital’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 Q3	–	Sell	-11	Closed	-$2.29K	–	659
2024 Q2	$2.29K	Buy	+11	New	+$2.14K	﹤0.01%	1048

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

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

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

Innealta Capital's EVR Position: Q3 2024 in Review

Innealta Capital sold out of Evercore (EVR) in Q3 2024, closing a stake of 11 shares — an estimated $2.29K sold.

Innealta Capital first reported a position in EVR in Q2 2024 and held it in 1 quarter. The position peaked at $2.29K in Q2 2024. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

Innealta Capital reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 11 Evercore shares in Q3 2024, an estimated $2.29K.
Innealta Capital first reported a position in Evercore in Q2 2024 and held it in 1 quarter.
Innealta Capital's Evercore position peaked at $2.29K in Q2 2024.
512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.