Lloyd Advisory Services’s Evercore EVR Stock Holding History

Lloyd Advisory Services’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	-41	Closed	-$5K	–	213
2022 Q1	$5K	Buy	+41	New	+$5.04K	﹤0.01%	445

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lloyd Advisory Services's EVR Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Evercore (EVR) in Q2 2022, closing a stake of 41 shares — an estimated $5K sold.

Lloyd Advisory Services first reported a position in EVR in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

Lloyd Advisory Services reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 41 Evercore shares in Q2 2022, an estimated $5K.
Lloyd Advisory Services first reported a position in Evercore in Q1 2022 and held it in 1 quarter.
Lloyd Advisory Services's Evercore position peaked at $5K in Q1 2022.
381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.