NA
EVR icon

Navellier & Associates’s Evercore EVR Stock Holding History

Navellier & Associates’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
2022
Q2 		– Sell
-4,047
Closed -$451K – 294
2022
Q1 		$451K Sell
4,047
-19
-0.5% -$2.34K 0.08% 212
2021
Q4 		$552K Buy
4,066
+180
+5% +$26.2K 0.08% 192
2021
Q3 		$519K Buy
3,886
+476
+14% +$64.7K 0.08% 187
2021
Q2 		$480K Buy
3,410
+788
+30% +$110K 0.07% 194
2021
Q1 		$345K Buy
+2,622
New +$320K 0.06% 220

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Navellier & Associates's EVR Position: Q2 2022 in Review

Navellier & Associates sold out of Evercore (EVR) in Q2 2022, closing a stake of 4,047 shares — an estimated $451K sold.

Navellier & Associates first reported a position in EVR in Q1 2021 and held it in 5 quarters. The position peaked at $552K in Q4 2021. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

  • Navellier & Associates reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
  • Navellier & Associates sold 4,047 Evercore shares in Q2 2022, an estimated $451K.
  • Navellier & Associates first reported a position in Evercore in Q1 2021 and held it in 5 quarters.
  • Navellier & Associates's Evercore position peaked at $552K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Navellier & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.