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Macroview Investment Management’s Evercore EVR Stock Holding History

Macroview Investment 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
Q2 		– Sell
-16
Closed -$3.08K – 626
2024
Q1 		$3.08K Hold
16
– – ﹤0.01% 474
2023
Q4 		$2.73K Sell
16
-18
-53% -$2.61K ﹤0.01% 471
2023
Q3 		$4.67K Buy
+34
New +$4.62K 0.01% 441
2021
Q3 		– Sell
-145
Closed -$20K – 410
2021
Q2 		$20K Buy
+145
New +$20.3K 0.03% 144

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macroview Investment Management's EVR Position: Q2 2024 in Review

Macroview Investment Management sold out of Evercore (EVR) in Q2 2024, closing a stake of 16 shares — an estimated $3.08K sold.

Macroview Investment Management first reported a position in EVR in Q2 2021 and held it in 4 quarters. The position peaked at $20K in Q2 2021. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Macroview Investment Management reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 16 Evercore shares in Q2 2024, an estimated $3.08K.
  • Macroview Investment Management first reported a position in Evercore in Q2 2021 and held it in 4 quarters.
  • Macroview Investment Management's Evercore position peaked at $20K in Q2 2021.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.