QT
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Quantamental Technologies’s Evercore EVR Stock Holding History

Quantamental Technologies’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
Q3 		$204K Sell
1,481
-1,971
-57% -$268K 0.19% 216
2023
Q2 		$427K Buy
+3,452
New +$397K 0.18% 191
2019
Q4 		– Sell
-7,909
Closed -$634K – 705
2019
Q3 		$634K Buy
7,909
+7,900
+87,778% +$655K 0.21% 109
2019
Q2 		$1K Sell
9
-2,994
-100% -$266K ﹤0.01% 1406
2019
Q1 		$273K Buy
+3,003
New +$264K 0.12% 268

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Quantamental Technologies's EVR Position: Q3 2023 in Review

Quantamental Technologies reduced its Evercore (EVR) stake by 57% in Q3 2023, selling an estimated $268K and leaving 1,481 shares worth $204K. The position accounts for 0.19% of the portfolio, ranked #216.

Quantamental Technologies first reported a position in EVR in Q1 2019 and has held it in 5 quarters since. The position peaked at $634K in Q3 2019. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Quantamental Technologies held 1,481 shares of Evercore worth $204K as of Q3 2023.
  • Quantamental Technologies sold 1,971 Evercore shares in Q3 2023, an estimated $268K.
  • Evercore made up 0.19% of Quantamental Technologies's portfolio in Q3 2023, its #216 holding.
  • Quantamental Technologies first reported a position in Evercore in Q1 2019 and has held it in 5 quarters since.
  • Quantamental Technologies's Evercore position peaked at $634K in Q3 2019.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.