MBM Wealth Consultants’s Evercore EVR Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-26	Closed	-$3K	–	300
2022 Q4	$3K	Buy	+26	New	+$2.71K	﹤0.01%	286

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

MBM Wealth Consultants's EVR Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Evercore (EVR) in Q1 2023, closing a stake of 26 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in EVR in Q4 2022 and held it in 1 quarter. The position peaked at $3K in Q4 2022. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

MBM Wealth Consultants reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 26 Evercore shares in Q1 2023, an estimated $3K.
MBM Wealth Consultants first reported a position in Evercore in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Evercore position peaked at $3K in Q4 2022.
419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.