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Mirabella Financial Services’s Evercore EVR Stock Holding History

Mirabella Financial Services’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 		– Sell
-1,145
Closed -$239K – 270
2024
Q2 		$239K Sell
1,145
-4,002
-78% -$779K 0.02% 364
2024
Q1 		$991K Buy
+5,147
New +$931K 0.07% 191
2023
Q3 		– Sell
-1,955
Closed -$242K – 457
2023
Q2 		$242K Buy
+1,955
New +$225K 0.03% 404
2023
Q1 		– Sell
-14,233
Closed -$1.55M – 454
2022
Q4 		$1.55M Buy
+14,233
New +$1.49M 0.14% 113

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirabella Financial Services's EVR Position: Q3 2024 in Review

Mirabella Financial Services sold out of Evercore (EVR) in Q3 2024, closing a stake of 1,145 shares — an estimated $239K sold.

Mirabella Financial Services first reported a position in EVR in Q4 2022 and held it in 4 quarters. The position peaked at $1.55M in Q4 2022. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Mirabella Financial Services reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 1,145 Evercore shares in Q3 2024, an estimated $239K.
  • Mirabella Financial Services first reported a position in Evercore in Q4 2022 and held it in 4 quarters.
  • Mirabella Financial Services's Evercore position peaked at $1.55M in Q4 2022.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.