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One Wealth Advisors’s Evercore EVR Stock Holding History

One Wealth Advisors’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
2023
Q1 		– Sell
-108
Closed -$11.8K – 331
2022
Q4 		$11.8K Buy
+108
New +$11.3K ﹤0.01% 612
2019
Q2 		– Sell
-178
Closed -$16K – 232
2019
Q1 		$16K Buy
+178
New +$15.6K 0.01% 283
2018
Q4 		– Sell
-2,728
Closed -$274K – 224
2018
Q3 		$274K Sell
2,728
-6
-0.2% -$647 0.21% 97
2018
Q2 		$288K Buy
2,734
+725
+36% +$74.8K 0.23% 84
2018
Q1 		$175K Buy
2,009
+1,958
+3,839% +$184K 0.15% 133
2017
Q4 		$5K Buy
+51
New +$4.25K ﹤0.01% 403

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

One Wealth Advisors's EVR Position: Q1 2023 in Review

One Wealth Advisors sold out of Evercore (EVR) in Q1 2023, closing a stake of 108 shares — an estimated $11.8K sold.

One Wealth Advisors first reported a position in EVR in Q4 2017 and held it in 6 quarters. The position peaked at $288K in Q2 2018. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • One Wealth Advisors reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 108 Evercore shares in Q1 2023, an estimated $11.8K.
  • One Wealth Advisors first reported a position in Evercore in Q4 2017 and held it in 6 quarters.
  • One Wealth Advisors's Evercore position peaked at $288K in Q2 2018.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.