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Newbridge Financial Services Group’s Evercore EVR Stock Holding History

Newbridge Financial Services Group’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
-12
Closed -$1K – 1400
2022
Q1 		$1K Hold
12
– – ﹤0.01% 1371
2021
Q4 		$2K Buy
12
+6
+100% +$875 ﹤0.01% 1234
2021
Q3 		$1K Buy
+6
New +$815 ﹤0.01% 1249

Other funds holding EVR

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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

Newbridge Financial Services Group's EVR Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Evercore (EVR) in Q2 2022, closing a stake of 12 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in EVR in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 12 Evercore shares in Q2 2022, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in Evercore in Q3 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Evercore position peaked at $2K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.