RFC
EVR icon

Regions Financial Corp’s Evercore EVR Stock Holding History

Regions Financial Corp’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
2022
Q4 		– Sell
-2,757
Closed -$227K – 836
2022
Q3 		$227K Sell
2,757
-47
-2% -$4.44K ﹤0.01% 739
2022
Q2 		$262K Sell
2,804
-289
-9% -$30.8K ﹤0.01% 743
2022
Q1 		$344K Sell
3,093
-49
-2% -$6.03K ﹤0.01% 717
2021
Q4 		$427K Sell
3,142
-45
-1% -$6.56K ﹤0.01% 679
2021
Q3 		$426K Sell
3,187
-181
-5% -$24.6K ﹤0.01% 657
2021
Q2 		$475K Sell
3,368
-480
-12% -$67.1K ﹤0.01% 626
2021
Q1 		$507K Sell
3,848
-175
-4% -$21.4K ﹤0.01% 576
2020
Q4 		$441K Sell
4,023
-71
-2% -$6.32K ﹤0.01% 587
2020
Q3 		$268K Sell
4,094
-616
-13% -$37.4K ﹤0.01% 671
2020
Q2 		$278K Sell
4,710
-2,648
-36% -$144K ﹤0.01% 653
2020
Q1 		$339K Buy
7,358
+100
+1% +$6.7K ﹤0.01% 565
2019
Q4 		$542K Sell
7,258
-398
-5% -$30.3K 0.01% 519
2019
Q3 		$613K Buy
7,656
+137
+2% +$11.4K 0.01% 491
2019
Q2 		$666K Sell
7,519
-659
-8% -$58.7K 0.01% 474
2019
Q1 		$744K Buy
8,178
+751
+10% +$65.9K 0.01% 459
2018
Q4 		$532K Sell
7,427
-28
-0.4% -$2.3K 0.01% 504
2018
Q3 		$750K Buy
7,455
+3,398
+84% +$366K 0.01% 469
2018
Q2 		$428K Sell
4,057
-918
-18% -$94.7K ﹤0.01% 594
2018
Q1 		$434K Sell
4,975
-677
-12% -$63.8K ﹤0.01% 608
2017
Q4 		$509K Sell
5,652
-3,632
-39% -$303K 0.01% 586
2017
Q3 		$745K Buy
+9,284
New +$698K 0.01% 510
2014
Q3 		– Sell
-5,473
Closed -$316K – 1118
2014
Q2 		$316K Sell
5,473
-383
-7% -$21K ﹤0.01% 927
2014
Q1 		$323K Sell
5,856
-2,103
-26% -$120K ﹤0.01% 905
2013
Q4 		$475K Sell
7,959
-624
-7% -$33.2K 0.01% 798
2013
Q3 		$423K Sell
8,583
-3,924
-31% -$181K 0.01% 794
2013
Q2 		$491K Buy
+12,507
New +$485K 0.01% 725

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regions Financial Corp's EVR Position: Q4 2022 in Review

Regions Financial Corp sold out of Evercore (EVR) in Q4 2022, closing a stake of 2,757 shares — an estimated $227K sold.

Regions Financial Corp first reported a position in EVR in Q2 2013 and held it in 26 quarters. The position peaked at $750K in Q3 2018. 393 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

  • Regions Financial Corp reported no remaining Evercore position as of Q4 2022 after selling out during the quarter.
  • Regions Financial Corp sold 2,757 Evercore shares in Q4 2022, an estimated $227K.
  • Regions Financial Corp first reported a position in Evercore in Q2 2013 and held it in 26 quarters.
  • Regions Financial Corp's Evercore position peaked at $750K in Q3 2018.
  • 393 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on Regions Financial Corp's 13F filing for Q4 2022, filed 6 Feb 2023.