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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
-678
Closed -$172K – 1134
2024
Q3 		$172K Buy
+678
New +$161K 0.01% 650
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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $34.9B AUM 72.7% 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 678 shares — an estimated $172K sold.

International Assets Investment Management first reported a position in EVR in Q4 2020 and held it in 3 quarters. The position peaked at $172K in Q3 2024. 584 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 678 Evercore shares in Q4 2024, an estimated $172K.
  • 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 $172K in Q3 2024.
  • 584 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.