Pictet Asset Management (Switzerland)’s Evercore EVR Stock Holding History

Pictet Asset Management (Switzerland)’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	$532K	Hold	4,304	–	–	﹤0.01%	1214
2023 Q1	$497K	Sell	4,304 -401	-9%	-$49.8K	﹤0.01%	1257
2022 Q4	$513K	Buy	4,705 +2,214	+89%	+$231K	﹤0.01%	1235
2022 Q3	$205K	Hold	2,491	–	–	﹤0.01%	1402
2022 Q2	$233K	Hold	2,491	–	–	﹤0.01%	1372
2022 Q1	$277K	Buy	2,491 +201	+9%	+$24.7K	﹤0.01%	1407
2021 Q4	$311K	Sell	2,290 -686	-23%	-$100K	﹤0.01%	1379
2021 Q3	$398K	Buy	+2,976	New	+$404K	﹤0.01%	1294

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s EVR Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Evercore (EVR) position steady in Q2 2023 at 4,304 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Pictet Asset Management (Switzerland) first reported a position in EVR in Q3 2021 and has held it in 8 quarters since. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

Pictet Asset Management (Switzerland) held 4,304 shares of Evercore worth $532K as of Q2 2023.
Pictet Asset Management (Switzerland) left its Evercore share count unchanged in Q2 2023.
Evercore made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1214 holding.
Pictet Asset Management (Switzerland) first reported a position in Evercore in Q3 2021 and has held it in 8 quarters since.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.