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Leuthold Group’s Evercore EVR Stock Holding History

Leuthold Group’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
-2,347
Closed -$271K – 213
2023
Q1 		$271K Sell
2,347
-144
-6% -$17.9K 0.04% 173
2022
Q4 		$272K Sell
2,491
-30,623
-92% -$3.2M 0.04% 173
2022
Q3 		$2.72M Sell
33,114
-351
-1% -$33.2K 0.41% 96
2022
Q2 		$3.13M Sell
33,465
-13,880
-29% -$1.48M 0.44% 93
2022
Q1 		$5.27M Sell
47,345
-170
-0.4% -$20.9K 0.67% 56
2021
Q4 		$6.46M Sell
47,515
-1,117
-2% -$163K 0.76% 46
2021
Q3 		$6.5M Buy
48,632
+134
+0.3% +$18.2K 0.8% 37
2021
Q2 		$6.83M Sell
48,498
-935
-2% -$131K 0.84% 35
2021
Q1 		$6.51M Sell
49,433
-4,724
-9% -$577K 0.82% 34
2020
Q4 		$5.94M Sell
54,157
-2,319
-4% -$206K 0.78% 40
2020
Q3 		$3.7M Sell
56,476
-533
-0.9% -$32.3K 0.51% 68
2020
Q2 		$3.36M Buy
+57,009
New +$3.1M 0.5% 76
2020
Q1 		– Sell
-3,309
Closed -$247K – 157
2019
Q4 		$247K Buy
+3,309
New +$252K 0.03% 156
2018
Q2 		– Sell
-48,916
Closed -$4.26M – 211
2018
Q1 		$4.26M Sell
48,916
-7,275
-13% -$685K 0.49% 76
2017
Q4 		$5.06M Sell
56,191
-1,185
-2% -$98.8K 0.51% 79
2017
Q3 		$4.6M Sell
57,376
-295
-0.5% -$22.2K 0.47% 79
2017
Q2 		$4.07M Buy
+57,671
New +$4.19M 0.44% 93

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leuthold Group's EVR Position: Q2 2023 in Review

Leuthold Group sold out of Evercore (EVR) in Q2 2023, closing a stake of 2,347 shares — an estimated $271K sold.

Leuthold Group first reported a position in EVR in Q2 2017 and held it in 17 quarters. The position peaked at $6.83M in Q2 2021. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

  • Leuthold Group reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
  • Leuthold Group sold 2,347 Evercore shares in Q2 2023, an estimated $271K.
  • Leuthold Group first reported a position in Evercore in Q2 2017 and held it in 17 quarters.
  • Leuthold Group's Evercore position peaked at $6.83M in Q2 2021.
  • 399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Leuthold Group's 13F filing for Q2 2023, filed 8 Aug 2023.