Pearl River Capital’s Evercore EVR Stock Holding History

Pearl River Capital’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	-2,618	Closed	-$448K	–	532
2023 Q4	$448K	Sell	2,618 -501	-16%	-$72.5K	0.07%	339
2023 Q3	$430K	Sell	3,119 -4,028	-56%	-$547K	0.07%	344
2023 Q2	$883K	Sell	7,147 -2,770	-28%	-$319K	0.14%	217
2023 Q1	$1.14M	Buy	9,917 +191	+2%	+$23.7K	0.18%	174
2022 Q4	$1.06M	Sell	9,726 -131	-1%	-$13.7K	0.18%	184
2022 Q3	$811K	Sell	9,857 -890	-8%	-$84.2K	0.15%	201
2022 Q2	$1.01M	Sell	10,747 -2,976	-22%	-$317K	0.24%	139
2022 Q1	$1.53M	Buy	13,723 +4,630	+51%	+$570K	0.42%	69
2021 Q4	$1.24M	Buy	9,093 +3,344	+58%	+$488K	0.33%	89
2021 Q3	$768K	Buy	5,749 +3,242	+129%	+$441K	0.21%	162
2021 Q2	$353K	Buy	+2,507	New	+$350K	0.1%	288
2020 Q4	–	Sell	-4,021	Closed	-$263K	–	414
2020 Q3	$263K	Buy	+4,021	New	+$244K	0.11%	288
2019 Q4	–	Sell	-3,175	Closed	-$254K	–	573
2019 Q3	$254K	Buy	+3,175	New	+$263K	0.73%	6

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pearl River Capital's EVR Position: Q1 2024 in Review

Pearl River Capital sold out of Evercore (EVR) in Q1 2024, closing a stake of 2,618 shares — an estimated $448K sold.

Pearl River Capital first reported a position in EVR in Q3 2019 and held it in 13 quarters. The position peaked at $1.53M in Q1 2022. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

Pearl River Capital reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
Pearl River Capital sold 2,618 Evercore shares in Q1 2024, an estimated $448K.
Pearl River Capital first reported a position in Evercore in Q3 2019 and held it in 13 quarters.
Pearl River Capital's Evercore position peaked at $1.53M in Q1 2022.
474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Pearl River Capital's 13F filing for Q1 2024, filed 14 May 2024.