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Naples Money Management’s Evercore EVR Stock Holding History

Naples Money 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 		– Sell
-54
Closed -$11.4K – 399
2024
Q2 		$11.4K Hold
54
– – 0.01% 175
2024
Q1 		$10.4K Hold
54
– – 0.01% 199
2023
Q4 		$9.24K Buy
+54
New +$7.82K 0.01% 212

Other funds holding EVR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.37T AUM 44.26% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Naples Money Management's EVR Position: Q3 2024 in Review

Naples Money Management sold out of Evercore (EVR) in Q3 2024, closing a stake of 54 shares — an estimated $11.4K sold.

Naples Money Management first reported a position in EVR in Q4 2023 and held it in 3 quarters. The position peaked at $11.4K in Q2 2024. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Naples Money Management reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 54 Evercore shares in Q3 2024, an estimated $11.4K.
  • Naples Money Management first reported a position in Evercore in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's Evercore position peaked at $11.4K in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.