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Nebula Research & Development’s Evercore EVR Stock Holding History

Nebula Research & Development’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
Q2 		– Sell
-5,064
Closed -$975K – 864
2024
Q1 		$975K Buy
+5,064
New +$916K 0.21% 152
2023
Q2 		– Sell
-2,776
Closed -$320K – 371
2023
Q1 		$320K Buy
+2,776
New +$345K 0.57% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nebula Research & Development's EVR Position: Q2 2024 in Review

Nebula Research & Development sold out of Evercore (EVR) in Q2 2024, closing a stake of 5,064 shares — an estimated $975K sold.

Nebula Research & Development first reported a position in EVR in Q1 2023 and held it in 2 quarters. The position peaked at $975K in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Nebula Research & Development reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Nebula Research & Development sold 5,064 Evercore shares in Q2 2024, an estimated $975K.
  • Nebula Research & Development first reported a position in Evercore in Q1 2023 and held it in 2 quarters.
  • Nebula Research & Development's Evercore position peaked at $975K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Nebula Research & Development's 13F filing for Q2 2024, filed 14 Aug 2024.