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Northwest Investment Counselors’s Evercore EVR Stock Holding History

Northwest Investment Counselors’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 		$8.36K Buy
+33
New +$7.86K ﹤0.01% 451

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 $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 $2.9T AUM 29.55% 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

Northwest Investment Counselors's EVR Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Evercore (EVR) in Q3 2024: 33 shares worth $8.36K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings.

512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Northwest Investment Counselors held 33 shares of Evercore worth $8.36K as of Q3 2024.
  • Evercore was a new Northwest Investment Counselors position in Q3 2024.
  • Evercore made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #451 holding.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.