Raymond James & Associates’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $18M | Sell |
70,902
-714
| -1% | -$170K | 0.01% | 880 |
|
|
2024
Q2 | $14.9M | Buy |
71,616
+118
| +0.2% | +$23K | 0.01% | 934 |
|
|
2024
Q1 | $13.8M | Buy |
71,498
+917
| +1% | +$166K | 0.01% | 979 |
|
|
2023
Q4 | $12.1M | Buy |
70,581
+23,775
| +51% | +$3.44M | 0.01% | 999 |
|
|
2023
Q3 | $6.45M | Buy |
46,806
+2,019
| +5% | +$274K | 0.01% | 1299 |
|
|
2023
Q2 | $5.54M | Buy |
44,787
+2,808
| +7% | +$323K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $4.84M | Buy |
41,979
+2,923
| +7% | +$363K | ﹤0.01% | 1482 |
|
|
2022
Q4 | $4.26M | Buy |
39,056
+2,354
| +6% | +$246K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $3.02M | Buy |
36,702
+1,457
| +4% | +$138K | ﹤0.01% | 1715 |
|
|
2022
Q2 | $3.3M | Buy |
35,245
+1,540
| +5% | +$164K | ﹤0.01% | 1685 |
|
|
2022
Q1 | $3.75M | Sell |
33,705
-2,769
| -8% | -$341K | ﹤0.01% | 1719 |
|
|
2021
Q4 | $4.96M | Sell |
36,474
-4,397
| -11% | -$641K | ﹤0.01% | 1559 |
|
|
2021
Q3 | $5.46M | Buy |
40,871
+9,418
| +30% | +$1.28M | ﹤0.01% | 1449 |
|
|
2021
Q2 | $4.43M | Buy |
31,453
+5,631
| +22% | +$787K | ﹤0.01% | 1564 |
|
|
2021
Q1 | $3.4M | Sell |
25,822
-794
| -3% | -$97K | ﹤0.01% | 1678 |
|
|
2020
Q4 | $2.92M | Buy |
26,616
+4,186
| +19% | +$373K | ﹤0.01% | 1657 |
|
|
2020
Q3 | $1.47M | Sell |
22,430
-647
| -3% | -$39.3K | ﹤0.01% | 1952 |
|
|
2020
Q2 | $1.36M | Sell |
23,077
-545
| -2% | -$29.6K | ﹤0.01% | 1955 |
|
|
2020
Q1 | $1.09M | Sell |
23,622
-703
| -3% | -$47.1K | ﹤0.01% | 1927 |
|
|
2019
Q4 | $1.82M | Sell |
24,325
-6,548
| -21% | -$499K | ﹤0.01% | 1883 |
|
|
2019
Q3 | $2.47M | Sell |
30,873
-2,172
| -7% | -$180K | ﹤0.01% | 1643 |
|
|
2019
Q2 | $2.93M | Buy |
33,045
+637
| +2% | +$56.7K | ﹤0.01% | 1562 |
|
|
2019
Q1 | $2.95M | Sell |
32,408
-12,990
| -29% | -$1.14M | ﹤0.01% | 1523 |
|
|
2018
Q4 | $3.25M | Sell |
45,398
-6,259
| -12% | -$514K | 0.01% | 1342 |
|
|
2018
Q3 | $5.19M | Buy |
51,657
+22,919
| +80% | +$2.47M | 0.01% | 1191 |
|
|
2018
Q2 | $3.03M | Sell |
28,738
-1,848
| -6% | -$191K | 0.01% | 1492 |
|
|
2018
Q1 | $2.67M | Buy |
30,586
+2,981
| +11% | +$281K | ﹤0.01% | 1519 |
|
|
2017
Q4 | $2.48M | Buy |
27,605
+778
| +3% | +$64.9K | ﹤0.01% | 1548 |
|
|
2017
Q3 | $2.15M | Sell |
26,827
-941
| -3% | -$70.8K | ﹤0.01% | 1594 |
|
|
2017
Q2 | $1.96M | Sell |
27,768
-2,923
| -10% | -$213K | ﹤0.01% | 1588 |
|
|
2017
Q1 | $2.39M | Sell |
30,691
-345
| -1% | -$26.8K | 0.01% | 1426 |
|
|
2016
Q4 | $2.13M | Sell |
31,036
-494
| -2% | -$30.4K | 0.01% | 1454 |
|
|
2016
Q3 | $1.62M | Sell |
31,530
-1,785
| -5% | -$89.8K | ﹤0.01% | 1585 |
|
|
2016
Q2 | $1.47M | Sell |
33,315
-6,996
| -17% | -$348K | ﹤0.01% | 1509 |
|
|
2016
Q1 | $2.09M | Sell |
40,311
-1,010
| -2% | -$48.3K | 0.01% | 1254 |
|
|
2015
Q4 | $2.23M | Buy |
41,321
+7,820
| +23% | +$422K | 0.01% | 1202 |
|
|
2015
Q3 | $1.68M | Buy |
33,501
+852
| +3% | +$46.7K | 0.01% | 1313 |
|
|
2015
Q2 | $1.76M | Buy |
32,649
+8,514
| +35% | +$434K | 0.01% | 1398 |
|
|
2015
Q1 | $1.25M | Sell |
24,135
-7,362
| -23% | -$374K | 0.01% | 1528 |
|
|
2014
Q4 | $1.65M | Buy |
+31,497
| New | +$1.58M | 0.01% | 1273 |
|
|
2014
Q3 | – | Sell |
-51,864
| Closed | -$2.99M | – | 2178 |
|
|
2014
Q2 | $2.99M | Buy |
51,864
+32,887
| +173% | +$1.8M | 0.02% | 882 |
|
|
2014
Q1 | $1.05M | Buy |
18,977
+2,570
| +16% | +$147K | 0.01% | 1390 |
|
|
2013
Q4 | $981K | Buy |
16,407
+1,188
| +8% | +$63.2K | 0.01% | 1343 |
|
|
2013
Q3 | $749K | Sell |
15,219
-637
| -4% | -$29.3K | 0.01% | 1400 |
|
|
2013
Q2 | $623K | Buy |
+15,856
| New | +$614K | 0.01% | 1408 |
|
Other funds holding EVR
Raymond James & Associates's EVR Position: Q3 2024 in Review
Raymond James & Associates reduced its Evercore (EVR) stake by 1% in Q3 2024, selling an estimated $170K and leaving 70,902 shares worth $18M. The position accounts for 0.01% of the portfolio, ranked #880.
Raymond James & Associates first reported a position in EVR in Q2 2013 and has held it in 45 quarters since. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.
- Raymond James & Associates held 70,902 shares of Evercore worth $18M as of Q3 2024.
- Raymond James & Associates sold 714 Evercore shares in Q3 2024, an estimated $170K.
- Evercore made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #880 holding.
- Raymond James & Associates first reported a position in Evercore in Q2 2013 and has held it in 45 quarters since.
- 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.
Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.