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Planning Capital Management Corporation’s Evercore EVR Stock Holding History

Planning Capital Management Corporation’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 		$27.1K Hold
107
– – 0.02% 246
2024
Q2 		$22.3K Hold
107
– – 0.02% 266
2024
Q1 		$20.6K Hold
107
– – 0.02% 287
2023
Q4 		$18.3K Buy
+107
New +$15.5K 0.01% 315

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Boston Partners
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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 $115B AUM 41.58% 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 $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planning Capital Management Corporation's EVR Position: Q3 2024 in Review

Planning Capital Management Corporation held its Evercore (EVR) position steady in Q3 2024 at 107 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #246.

Planning Capital Management Corporation first reported a position in EVR in Q4 2023 and has held it in 4 quarters since. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Planning Capital Management Corporation held 107 shares of Evercore worth $27.1K as of Q3 2024.
  • Planning Capital Management Corporation left its Evercore share count unchanged in Q3 2024.
  • Evercore made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #246 holding.
  • Planning Capital Management Corporation first reported a position in Evercore in Q4 2023 and has held it in 4 quarters since.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.