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Jackson Creek Investment Advisors’s Evercore EVR Stock Holding History

Jackson Creek Investment Advisors’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
Q2 		– Sell
-4,128
Closed -$476K – 330
2023
Q1 		$476K Buy
+4,128
New +$513K 0.2% 248
2022
Q2 		– Sell
-2,524
Closed -$281K – 322
2022
Q1 		$281K Sell
2,524
-64
-2% -$7.87K 0.1% 285
2021
Q4 		$352K Buy
+2,588
New +$377K 0.13% 262

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Creek Investment Advisors's EVR Position: Q2 2023 in Review

Jackson Creek Investment Advisors sold out of Evercore (EVR) in Q2 2023, closing a stake of 4,128 shares — an estimated $476K sold.

Jackson Creek Investment Advisors first reported a position in EVR in Q4 2021 and held it in 3 quarters. The position peaked at $476K in Q1 2023. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

  • Jackson Creek Investment Advisors reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,128 Evercore shares in Q2 2023, an estimated $476K.
  • Jackson Creek Investment Advisors first reported a position in Evercore in Q4 2021 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's Evercore position peaked at $476K in Q1 2023.
  • 399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.