Jaffetilchin Investment Partners’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-432
Closed -$109K 653
2024
Q3
$109K Buy
+432
New +$103K 0.01% 450

Other funds holding EVR

Jaffetilchin Investment Partners's EVR Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Evercore (EVR) in Q4 2024, closing a stake of 432 shares — an estimated $109K sold.

Jaffetilchin Investment Partners first reported a position in EVR in Q3 2024 and held it in 1 quarter. The position peaked at $109K in Q3 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 432 Evercore shares in Q4 2024, an estimated $109K.
  • Jaffetilchin Investment Partners first reported a position in Evercore in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Evercore position peaked at $109K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.