ORG Wealth Partners’s Evercore EVR Stock Holding History

ORG Wealth Partners’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 Q4	–	Sell	-132	Closed	-$33.4K	–	513
2024 Q3	$33.4K	Buy	+132	New	+$31.4K	0.01%	277

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

ORG Wealth Partners's EVR Position: Q4 2024 in Review

ORG Wealth Partners sold out of Evercore (EVR) in Q4 2024, closing a stake of 132 shares — an estimated $33.4K sold.

ORG Wealth Partners first reported a position in EVR in Q3 2024 and held it in 1 quarter. The position peaked at $33.4K in Q3 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

ORG Wealth Partners reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
ORG Wealth Partners sold 132 Evercore shares in Q4 2024, an estimated $33.4K.
ORG Wealth Partners first reported a position in Evercore in Q3 2024 and held it in 1 quarter.
ORG Wealth Partners's Evercore position peaked at $33.4K in Q3 2024.
583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.