LA
EVR icon

Lane & Associates’s Evercore EVR Stock Holding History

Lane & Associates’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
Q3 		– Sell
-1,833
Closed -$382K – 117
2024
Q2 		$382K Buy
1,833
+29
+2% +$5.64K 0.23% 78
2024
Q1 		$347K Sell
1,804
-209
-10% -$37.8K 0.22% 80
2023
Q4 		$344K Sell
2,013
-454
-18% -$65.7K 0.25% 71
2023
Q3 		$340K Buy
2,467
+3
+0.1% +$407 0.27% 69
2023
Q2 		$305K Buy
2,464
+329
+15% +$37.8K 0.24% 77
2023
Q1 		$246K Buy
+2,135
New +$265K 0.22% 87

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lane & Associates's EVR Position: Q3 2024 in Review

Lane & Associates sold out of Evercore (EVR) in Q3 2024, closing a stake of 1,833 shares — an estimated $382K sold.

Lane & Associates first reported a position in EVR in Q1 2023 and held it in 6 quarters. The position peaked at $382K in Q2 2024. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Lane & Associates reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Lane & Associates sold 1,833 Evercore shares in Q3 2024, an estimated $382K.
  • Lane & Associates first reported a position in Evercore in Q1 2023 and held it in 6 quarters.
  • Lane & Associates's Evercore position peaked at $382K in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Lane & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.