LAM
EVR icon

Lingohr Asset Management’s Evercore EVR Stock Holding History

Lingohr Asset Management’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
2022
Q2 		– Sell
-3,975
Closed -$442K – 88
2022
Q1 		$442K Buy
3,975
+651
+20% +$80.1K 1.16% 59
2021
Q4 		$453K Sell
3,324
-76
-2% -$11.1K 1.13% 61
2021
Q3 		$454K Hold
3,400
– – 1.21% 47
2021
Q2 		$479K Hold
3,400
– – 1.21% 48
2021
Q1 		$448K Buy
+3,400
New +$415K 1.12% 69
2017
Q3 		– Sell
-11,400
Closed -$888K – 121
2017
Q2 		$888K Sell
11,400
-100
-0.9% -$7.27K 0.51% 68
2017
Q1 		$896K Sell
11,500
-12,400
-52% -$963K 0.49% 76
2016
Q4 		$1.64M Sell
23,900
-2,200
-8% -$135K 1% 21
2016
Q3 		$1.34M Buy
26,100
+14,500
+125% +$729K 1.21% 33
2016
Q2 		$513K Buy
+11,600
New +$578K 0.52% 81

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lingohr Asset Management's EVR Position: Q2 2022 in Review

Lingohr Asset Management sold out of Evercore (EVR) in Q2 2022, closing a stake of 3,975 shares — an estimated $442K sold.

Lingohr Asset Management first reported a position in EVR in Q2 2016 and held it in 10 quarters. The position peaked at $1.64M in Q4 2016. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

  • Lingohr Asset Management reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
  • Lingohr Asset Management sold 3,975 Evercore shares in Q2 2022, an estimated $442K.
  • Lingohr Asset Management first reported a position in Evercore in Q2 2016 and held it in 10 quarters.
  • Lingohr Asset Management's Evercore position peaked at $1.64M in Q4 2016.
  • 381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Lingohr Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.