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International Assets Investment Management’s Evercore EVR Stock Holding History

International Assets 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
2024
Q4 		– Sell
-171,880
Closed -$678 – 1134
2024
Q3 		$678 Buy
+171,880
New +$40.9M ﹤0.01% 1263
2021
Q2 		– Sell
-400
Closed -$44K – 921
2021
Q1 		$44K Hold
400
– – ﹤0.01% 1000
2020
Q4 		$44K Buy
+400
New +$35.6K 0.01% 881

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

International Assets Investment Management's EVR Position: Q4 2024 in Review

International Assets Investment Management sold out of Evercore (EVR) in Q4 2024, closing a stake of 171,880 shares — an estimated $678 sold.

International Assets Investment Management first reported a position in EVR in Q4 2020 and held it in 3 quarters. The position peaked at $44K in Q1 2021. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • International Assets Investment Management reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 171,880 Evercore shares in Q4 2024, an estimated $678.
  • International Assets Investment Management first reported a position in Evercore in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Evercore position peaked at $44K in Q1 2021.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.