PRS
EVR icon

Pinkerton Retirement Specialists’s Evercore EVR Stock Holding History

Pinkerton Retirement Specialists’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
-1,176
Closed -$201K – 138
2023
Q4 		$201K Sell
1,176
-2,124
-64% -$307K 0.04% 125
2023
Q3 		$455K Buy
+3,300
New +$448K 0.1% 93
2023
Q2 		– Sell
-6,944
Closed -$801K – 147
2023
Q1 		$801K Buy
+6,944
New +$863K 0.15% 95

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pinkerton Retirement Specialists's EVR Position: Q1 2024 in Review

Pinkerton Retirement Specialists sold out of Evercore (EVR) in Q1 2024, closing a stake of 1,176 shares — an estimated $201K sold.

Pinkerton Retirement Specialists first reported a position in EVR in Q1 2023 and held it in 3 quarters. The position peaked at $801K in Q1 2023. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • Pinkerton Retirement Specialists reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 1,176 Evercore shares in Q1 2024, an estimated $201K.
  • Pinkerton Retirement Specialists first reported a position in Evercore in Q1 2023 and held it in 3 quarters.
  • Pinkerton Retirement Specialists's Evercore position peaked at $801K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2024, filed 10 May 2024.