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Paragon Capital Management (Utah)’s Evercore EVR Stock Holding History

Paragon Capital Management (Utah)’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
Q3 		– Sell
-10,873
Closed -$1.02M – 81
2022
Q2 		$1.02M Buy
+10,873
New +$1.16M 1.03% 35

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Paragon Capital Management (Utah)'s EVR Position: Q3 2022 in Review

Paragon Capital Management (Utah) sold out of Evercore (EVR) in Q3 2022, closing a stake of 10,873 shares — an estimated $1.02M sold.

Paragon Capital Management (Utah) first reported a position in EVR in Q2 2022 and held it in 1 quarter. The position peaked at $1.02M in Q2 2022. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • Paragon Capital Management (Utah) reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
  • Paragon Capital Management (Utah) sold 10,873 Evercore shares in Q3 2022, an estimated $1.02M.
  • Paragon Capital Management (Utah) first reported a position in Evercore in Q2 2022 and held it in 1 quarter.
  • Paragon Capital Management (Utah)'s Evercore position peaked at $1.02M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Paragon Capital Management (Utah)'s 13F filing for Q3 2022, filed 25 Sep 2024.