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InterOcean Capital Group’s Evercore EVR Stock Holding History

InterOcean Capital Group’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
Q1 		$283K Buy
1,470
+13
+0.9% +$2.35K 0.01% 397
2023
Q4 		$249K Hold
1,457
– – 0.01% 402
2023
Q3 		$201K Buy
+1,457
New +$198K 0.01% 419
2021
Q3 		– Sell
-1,457
Closed -$205K – 258
2021
Q2 		$205K Buy
+1,457
New +$204K 0.01% 239

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

InterOcean Capital Group's EVR Position: Q1 2024 in Review

InterOcean Capital Group increased its Evercore (EVR) stake by 0.89% in Q1 2024, buying an estimated $2.35K and bringing the position to 1,470 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #397.

InterOcean Capital Group first reported a position in EVR in Q2 2021 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • InterOcean Capital Group held 1,470 shares of Evercore worth $283K as of Q1 2024.
  • InterOcean Capital Group bought 13 Evercore shares in Q1 2024, an estimated $2.35K.
  • Evercore made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #397 holding.
  • InterOcean Capital Group first reported a position in Evercore in Q2 2021 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.