PFS Investments’s Evercore EVR Stock Holding History

PFS 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
2023 Q2	$270K	Buy	2,185 +171	+8%	+$19.7K	﹤0.01%	455
2023 Q1	$228K	Buy	+2,014	New	+$250K	﹤0.01%	468

Other funds holding EVR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFS Investments's EVR Position: Q2 2023 in Review

PFS Investments increased its Evercore (EVR) stake by 8.5% in Q2 2023, buying an estimated $19.7K and bringing the position to 2,185 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

PFS Investments first reported a position in EVR in Q1 2023 and has held it in 2 quarters since. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

PFS Investments held 2,185 shares of Evercore worth $270K as of Q2 2023.
PFS Investments bought 171 Evercore shares in Q2 2023, an estimated $19.7K.
Evercore made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #455 holding.
PFS Investments first reported a position in Evercore in Q1 2023 and has held it in 2 quarters since.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.