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Prudential plc’s Evercore EVR Stock Holding History

Prudential plc’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
Q1 		– Sell
-8,628
Closed -$941K – 875
2022
Q4 		$941K Sell
8,628
-362
-4% -$37.8K 0.01% 567
2022
Q3 		$739K Buy
8,990
+2,018
+29% +$191K 0.01% 481
2022
Q2 		$653K Buy
6,972
+247
+4% +$26.3K 0.01% 484
2022
Q1 		$749K Buy
6,725
+320
+5% +$39.4K 0.01% 483
2021
Q4 		$870K Buy
6,405
+4,884
+321% +$712K 0.01% 389
2021
Q3 		$203K Sell
1,521
-1,824
-55% -$248K ﹤0.01% 440
2021
Q2 		$471K Sell
3,345
-80,353
-96% -$11.2M ﹤0.01% 453
2021
Q1 		$11M Sell
83,698
-6,177
-7% -$754K 0.08% 207
2020
Q4 		$9.85M Sell
89,875
-5,926
-6% -$527K 0.05% 231
2020
Q3 		$6.27M Buy
+95,801
New +$5.81M 0.03% 248

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential plc's EVR Position: Q1 2023 in Review

Prudential plc sold out of Evercore (EVR) in Q1 2023, closing a stake of 8,628 shares — an estimated $941K sold.

Prudential plc first reported a position in EVR in Q3 2020 and held it in 10 quarters. The position peaked at $11M in Q1 2021. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • Prudential plc reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • Prudential plc sold 8,628 Evercore shares in Q1 2023, an estimated $941K.
  • Prudential plc first reported a position in Evercore in Q3 2020 and held it in 10 quarters.
  • Prudential plc's Evercore position peaked at $11M in Q1 2021.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on Prudential plc's 13F filing for Q1 2023, filed 12 May 2023.