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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
Q3 		$8.84M Buy
+34,900
New +$8.31M 0.02% 616
2024
Q2 		– Sell
-1,900
Closed -$366K – 3794
2024
Q1 		$366K Sell
1,900
-900
-32% -$163K ﹤0.01% 2659
2023
Q4 		$479K Sell
2,800
-2,200
-44% -$319K ﹤0.01% 2646
2023
Q3 		$689K Buy
5,000
+4,300
+614% +$584K ﹤0.01% 2111
2023
Q2 		$86.5K Sell
700
-2,600
-79% -$299K ﹤0.01% 3287
2023
Q1 		$381K Sell
3,300
-3,700
-53% -$460K ﹤0.01% 2620
2022
Q4 		$764K Buy
+7,000
New +$731K ﹤0.01% 2156
2022
Q3 		– Sell
-900
Closed -$106K – 5258
2022
Q2 		$106K Buy
+900
New +$95.9K ﹤0.01% 5218
2021
Q4 		– Sell
-2,200
Closed -$294K – 5290
2021
Q3 		$294K Sell
2,200
-10,100
-82% -$1.37M ﹤0.01% 3681
2021
Q2 		$1.73M Sell
12,300
-17,600
-59% -$2.46M ﹤0.01% 2036
2021
Q1 		$3.94M Buy
29,900
+2,400
+9% +$293K 0.01% 1249
2020
Q4 		$3.02M Buy
27,500
+23,300
+555% +$2.07M 0.01% 1500
2020
Q3 		$275K Sell
4,200
-9,200
-69% -$558K ﹤0.01% 3282
2020
Q2 		$790K Buy
+13,400
New +$729K ﹤0.01% 2293
2020
Q1 		– Sell
-100
Closed -$7K – 4132
2019
Q4 		$7K Buy
+100
New +$7.62K ﹤0.01% 3243
2019
Q1 		– Sell
-3,600
Closed -$258K – 4034
2018
Q4 		$258K Sell
3,600
-15,800
-81% -$1.3M ﹤0.01% 2848
2018
Q3 		$1.95M Buy
+19,400
New +$2.09M 0.01% 1442

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.