Loomis, Sayles & Company
EVR icon

Loomis, Sayles & Company’s Evercore EVR Stock Holding History

Loomis, Sayles & Company’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
-85
Closed -$10K – 1001
2023
Q1 		$10K Buy
+85
New +$10.6K ﹤0.01% 843
2022
Q4 		– Sell
-22
Closed -$2K – 896
2022
Q3 		$2K Hold
22
– – ﹤0.01% 793
2022
Q2 		$2K Hold
22
– – ﹤0.01% 828
2022
Q1 		$2K Sell
22
-1,429
-98% -$176K ﹤0.01% 938
2021
Q4 		$197K Buy
+1,451
New +$212K ﹤0.01% 554
2019
Q2 		– Sell
-277
Closed -$25K – 626
2019
Q1 		$25K Buy
277
+27
+11% +$2.37K ﹤0.01% 603
2018
Q4 		$18K Buy
250
+23
+10% +$1.89K ﹤0.01% 723
2018
Q3 		$23K Buy
+227
New +$24.5K ﹤0.01% 728
2018
Q1 		– Sell
-445
Closed -$40K – 886
2017
Q4 		$40K Sell
445
-14
-3% -$1.17K ﹤0.01% 629
2017
Q3 		$37K Buy
459
+349
+317% +$26.2K ﹤0.01% 644
2017
Q2 		$8K Hold
110
– – ﹤0.01% 814
2017
Q1 		$9K Sell
110
-21
-16% -$1.63K ﹤0.01% 815
2016
Q4 		$9K Hold
131
– – ﹤0.01% 843
2016
Q3 		$7K Sell
131
-124
-49% -$6.24K ﹤0.01% 823
2016
Q2 		$11K Sell
255
-113
-31% -$5.63K ﹤0.01% 732
2016
Q1 		$19K Buy
368
+200
+119% +$9.56K ﹤0.01% 733
2015
Q4 		$9K Buy
+168
New +$9.07K ﹤0.01% 869

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

Loomis, Sayles & Company's EVR Position: Q2 2023 in Review

Loomis, Sayles & Company sold out of Evercore (EVR) in Q2 2023, closing a stake of 85 shares — an estimated $10K sold.

Loomis, Sayles & Company first reported a position in EVR in Q4 2015 and held it in 17 quarters. The position peaked at $197K in Q4 2021. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

  • Loomis, Sayles & Company reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 85 Evercore shares in Q2 2023, an estimated $10K.
  • Loomis, Sayles & Company first reported a position in Evercore in Q4 2015 and held it in 17 quarters.
  • Loomis, Sayles & Company's Evercore position peaked at $197K in Q4 2021.
  • 399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Loomis, Sayles & Company's 13F filing for Q2 2023, filed 11 Aug 2023.