M&R Capital Management’s Evercore EVR Stock Holding History

M&R Capital 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
2024 Q3	$43.1K	Hold	170	–	–	0.01%	246
2024 Q2	$35.4K	Hold	170	–	–	0.01%	249
2024 Q1	$32.7K	Hold	170	–	–	0.01%	258
2023 Q4	$29.1K	Hold	170	–	–	0.01%	296
2023 Q3	$23.4K	Hold	170	–	–	0.01%	299
2023 Q2	$21K	Hold	170	–	–	0.01%	313
2023 Q1	$19.6K	Hold	170	–	–	0.01%	308
2022 Q4	$18.5K	Hold	170	–	–	0.01%	303
2022 Q3	$13K	Hold	170	–	–	﹤0.01%	302
2022 Q2	$15K	Hold	170	–	–	﹤0.01%	298
2022 Q1	$18K	Hold	170	–	–	﹤0.01%	299
2021 Q4	$23K	Hold	170	–	–	﹤0.01%	291
2021 Q3	$22K	Hold	170	–	–	0.01%	295
2021 Q2	$23K	Hold	170	–	–	0.01%	293
2021 Q1	$22K	Hold	170	–	–	0.01%	279
2020 Q4	$18K	Hold	170	–	–	﹤0.01%	312
2020 Q3	$11K	Buy	+170	New	+$10.3K	﹤0.01%	350

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

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

M&R Capital Management's EVR Position: Q3 2024 in Review

M&R Capital Management held its Evercore (EVR) position steady in Q3 2024 at 170 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #246.

M&R Capital Management first reported a position in EVR in Q3 2020 and has held it in 17 quarters since. 513 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

M&R Capital Management held 170 shares of Evercore worth $43.1K as of Q3 2024.
M&R Capital Management left its Evercore share count unchanged in Q3 2024.
Evercore made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #246 holding.
M&R Capital Management first reported a position in Evercore in Q3 2020 and has held it in 17 quarters since.
513 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.