iSAM Funds (UK)’s Evercore EVR Stock Holding History

iSAM Funds (UK)’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 Q4	–	Sell	-1,668	Closed	-$230K	–	248
2023 Q3	$230K	Buy	+1,668	New	+$226K	0.15%	197

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

iSAM Funds (UK)'s EVR Position: Q4 2023 in Review

iSAM Funds (UK) sold out of Evercore (EVR) in Q4 2023, closing a stake of 1,668 shares — an estimated $230K sold.

iSAM Funds (UK) first reported a position in EVR in Q3 2023 and held it in 1 quarter. The position peaked at $230K in Q3 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

iSAM Funds (UK) reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
iSAM Funds (UK) sold 1,668 Evercore shares in Q4 2023, an estimated $230K.
iSAM Funds (UK) first reported a position in Evercore in Q3 2023 and held it in 1 quarter.
iSAM Funds (UK)'s Evercore position peaked at $230K in Q3 2023.
436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on iSAM Funds (UK)'s 13F filing for Q4 2023, filed 14 Feb 2024.