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Next Financial Group’s Evercore EVR Stock Holding History

Next Financial 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
2021
Q4 		$214K Sell
1,576
-446
-22% -$65K 0.01% 867
2021
Q3 		$270K Buy
2,022
+1,951
+2,748% +$265K 0.02% 710
2021
Q2 		$10K Sell
71
-2,498
-97% -$349K ﹤0.01% 1980
2021
Q1 		$338K Buy
2,569
+2,418
+1,601% +$295K 0.03% 571
2020
Q4 		$17K Buy
+151
New +$13.4K ﹤0.01% 1603
2020
Q2 		– Sell
-75
Closed -$3K – 982
2020
Q1 		$3K Hold
75
– – ﹤0.01% 1822
2019
Q4 		$6K Hold
75
– – ﹤0.01% 1911
2019
Q3 		$6K Hold
75
– – ﹤0.01% 1856
2019
Q2 		$7K Buy
+75
New +$6.67K ﹤0.01% 1786

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's EVR Position: Q4 2021 in Review

Next Financial Group reduced its Evercore (EVR) stake by 22% in Q4 2021, selling an estimated $65K and leaving 1,576 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #867.

Next Financial Group first reported a position in EVR in Q2 2019 and has held it in 9 quarters since. The position peaked at $338K in Q1 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

  • Next Financial Group held 1,576 shares of Evercore worth $214K as of Q4 2021.
  • Next Financial Group sold 446 Evercore shares in Q4 2021, an estimated $65K.
  • Evercore made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #867 holding.
  • Next Financial Group first reported a position in Evercore in Q2 2019 and has held it in 9 quarters since.
  • Next Financial Group's Evercore position peaked at $338K in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.