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Redwood Investment Management’s Evercore EVR Stock Holding History

Redwood Investment Management’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
Q4 		– Sell
-11,473
Closed -$1.58M – 357
2023
Q3 		$1.58M Buy
+11,473
New +$1.56M 0.14% 210
2023
Q2 		– Sell
-13,384
Closed -$1.54M – 244
2023
Q1 		$1.54M Buy
+13,384
New +$1.66M 0.17% 209
2022
Q3 		– Sell
-48,475
Closed -$4.54M – 237
2022
Q2 		$4.54M Sell
48,475
-8,785
-15% -$936K 0.76% 41
2022
Q1 		$6.37M Buy
57,260
+13,594
+31% +$1.67M 0.95% 21
2021
Q4 		$5.93M Buy
43,666
+35,578
+440% +$5.19M 0.78% 38
2021
Q3 		$1.08M Buy
+8,088
New +$1.1M 0.15% 199

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Redwood Investment Management's EVR Position: Q4 2023 in Review

Redwood Investment Management sold out of Evercore (EVR) in Q4 2023, closing a stake of 11,473 shares — an estimated $1.58M sold.

Redwood Investment Management first reported a position in EVR in Q3 2021 and held it in 6 quarters. The position peaked at $6.37M in Q1 2022. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

  • Redwood Investment Management reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
  • Redwood Investment Management sold 11,473 Evercore shares in Q4 2023, an estimated $1.58M.
  • Redwood Investment Management first reported a position in Evercore in Q3 2021 and held it in 6 quarters.
  • Redwood Investment Management's Evercore position peaked at $6.37M in Q1 2022.
  • 436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on Redwood Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.