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Laffer Tengler Investments’s Evercore EVR Stock Holding History

Laffer Tengler Investments’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
Q3 		– Sell
-3,388
Closed -$419K – 344
2023
Q2 		$419K Buy
3,388
+11
+0.3% +$1.26K 0.11% 146
2023
Q1 		$390K Sell
3,377
-127
-4% -$15.8K 0.11% 149
2022
Q4 		$382K Buy
+3,504
New +$366K 0.11% 157

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Laffer Tengler Investments's EVR Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Evercore (EVR) in Q3 2023, closing a stake of 3,388 shares — an estimated $419K sold.

Laffer Tengler Investments first reported a position in EVR in Q4 2022 and held it in 3 quarters. The position peaked at $419K in Q2 2023. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,388 Evercore shares in Q3 2023, an estimated $419K.
  • Laffer Tengler Investments first reported a position in Evercore in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's Evercore position peaked at $419K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.