LF
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Lee Financial’s Evercore EVR Stock Holding History

Lee Financial’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
Q1 		– Sell
-33
Closed -$5.64K – 381
2023
Q4 		$5.64K Hold
33
– – ﹤0.01% 521
2023
Q3 		$4.55K Hold
33
– – ﹤0.01% 535
2023
Q2 		$4.08K Hold
33
– – ﹤0.01% 539
2023
Q1 		$3.81K Buy
33
+27
+450% +$3.36K ﹤0.01% 572
2022
Q4 		$654 Sell
6
-31
-84% -$3.24K ﹤0.01% 795
2022
Q3 		$3K Buy
37
+21
+131% +$1.99K ﹤0.01% 616
2022
Q2 		$1K Sell
16
-17
-52% -$1.81K ﹤0.01% 782
2022
Q1 		$4K Buy
33
+19
+136% +$2.34K ﹤0.01% 531
2021
Q4 		$2K Buy
+14
New +$2.04K ﹤0.01% 734

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lee Financial's EVR Position: Q1 2024 in Review

Lee Financial sold out of Evercore (EVR) in Q1 2024, closing a stake of 33 shares — an estimated $5.64K sold.

Lee Financial first reported a position in EVR in Q4 2021 and held it in 9 quarters. The position peaked at $5.64K in Q4 2023. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • Lee Financial reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 33 Evercore shares in Q1 2024, an estimated $5.64K.
  • Lee Financial first reported a position in Evercore in Q4 2021 and held it in 9 quarters.
  • Lee Financial's Evercore position peaked at $5.64K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.