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PEAK6 Investments’s Evercore EVR Stock Holding History

PEAK6 Investments’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
Q1 		– Sell
-1,775
Closed -$321K – 4211
2023
Q4 		$304K Buy
+1,775
New +$257K ﹤0.01% 2957
2023
Q3 		– Sell
-965
Closed -$131K – 4189
2023
Q2 		$119K Sell
965
-3,903
-80% -$449K ﹤0.01% 3155
2023
Q1 		$562K Sell
4,868
-4,287
-47% -$533K ﹤0.01% 2300
2022
Q4 		$999K Buy
9,155
+7,520
+460% +$785K 0.01% 1935
2022
Q3 		$134K Sell
1,635
-4,534
-73% -$429K ﹤0.01% 3927
2022
Q2 		$606K Buy
6,169
+4,835
+362% +$515K ﹤0.01% 3614
2022
Q1 		$149K Buy
+1,334
New +$164K ﹤0.01% 4064
2021
Q1 		– Sell
-5,839
Closed -$713K – 5016
2020
Q4 		$640K Sell
5,839
-1,667
-22% -$148K ﹤0.01% 2881
2020
Q3 		$491K Buy
+7,506
New +$456K ﹤0.01% 2872
2020
Q1 		– Sell
-970
Closed -$73K – 4133
2019
Q4 		$73K Buy
+970
New +$73.9K ﹤0.01% 2960

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 $95.5B AUM 28.4% 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 $123B AUM 34.51% 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 $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PEAK6 Investments's EVR Position: Q1 2024 in Review

PEAK6 Investments sold out of Evercore (EVR) in Q1 2024, closing a stake of 1,775 shares — an estimated $321K sold.

PEAK6 Investments first reported a position in EVR in Q4 2019 and held it in 10 quarters. The position peaked at $999K in Q4 2022. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • PEAK6 Investments reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
  • PEAK6 Investments sold 1,775 Evercore shares in Q1 2024, an estimated $321K.
  • PEAK6 Investments first reported a position in Evercore in Q4 2019 and held it in 10 quarters.
  • PEAK6 Investments's Evercore position peaked at $999K in Q4 2022.
  • 474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.