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Miller Howard Investments’s Evercore EVR Stock Holding History

Miller Howard Investments’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
Q4 		– Sell
-3,173
Closed -$804K – 159
2024
Q3 		$804K Sell
3,173
-564
-15% -$134K 0.02% 131
2024
Q2 		$779K Buy
3,737
+80
+2% +$15.6K 0.03% 133
2024
Q1 		$704K Buy
3,657
+22
+0.6% +$3.98K 0.02% 142
2023
Q4 		$622K Buy
3,635
+45
+1% +$6.51K 0.02% 148
2023
Q3 		$495K Sell
3,590
-6
-0.2% -$814 0.02% 146
2023
Q2 		$444K Buy
3,596
+37
+1% +$4.26K 0.02% 155
2023
Q1 		$411K Buy
+3,559
New +$442K 0.01% 157

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Miller Howard Investments's EVR Position: Q4 2024 in Review

Miller Howard Investments sold out of Evercore (EVR) in Q4 2024, closing a stake of 3,173 shares — an estimated $804K sold.

Miller Howard Investments first reported a position in EVR in Q1 2023 and held it in 7 quarters. The position peaked at $804K in Q3 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Miller Howard Investments reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Miller Howard Investments sold 3,173 Evercore shares in Q4 2024, an estimated $804K.
  • Miller Howard Investments first reported a position in Evercore in Q1 2023 and held it in 7 quarters.
  • Miller Howard Investments's Evercore position peaked at $804K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Miller Howard Investments's 13F filing for Q4 2024, filed 28 Jan 2025.