LMR Partners’s Evercore EVR Stock Holding History

LMR Partners’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 Q3	–	Sell	-123,037	Closed	-$15.2M	–	968
2023 Q2	$15.2M	Buy	+123,037	New	+$14.2M	0.17%	140
2023 Q1	–	Sell	-81,488	Closed	-$8.89M	–	1069
2022 Q4	$8.89M	Buy	+81,488	New	+$8.51M	0.16%	167
2018 Q4	–	Sell	-2,684	Closed	-$270K	–	377
2018 Q3	$270K	Sell	2,684 -50,988	-95%	-$5.49M	0.02%	270
2018 Q2	$5.66M	Buy	+53,672	New	+$5.53M	0.29%	81
2017 Q4	–	Sell	-9,735	Closed	-$781K	–	348
2017 Q3	$781K	Buy	+9,735	New	+$732K	0.08%	130

Other funds holding EVR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMR Partners's EVR Position: Q3 2023 in Review

LMR Partners sold out of Evercore (EVR) in Q3 2023, closing a stake of 123,037 shares — an estimated $15.2M sold.

LMR Partners first reported a position in EVR in Q3 2017 and held it in 5 quarters. The position peaked at $15.2M in Q2 2023. 397 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

LMR Partners reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
LMR Partners sold 123,037 Evercore shares in Q3 2023, an estimated $15.2M.
LMR Partners first reported a position in Evercore in Q3 2017 and held it in 5 quarters.
LMR Partners's Evercore position peaked at $15.2M in Q2 2023.
397 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on LMR Partners's 13F filing for Q3 2023, filed 14 Nov 2023.