RFP Financial Group’s Evercore EVR Stock Holding History

RFP Financial Group’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	-65	Closed	-$8.96K	–	924
2023 Q3	$8.96K	Hold	65	–	–	﹤0.01%	405
2023 Q2	$8.03K	Hold	65	–	–	﹤0.01%	457
2023 Q1	$7.5K	Hold	65	–	–	0.01%	323
2022 Q4	$7.09K	Buy	+65	New	+$6.78K	﹤0.01%	454

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFP Financial Group's EVR Position: Q4 2023 in Review

RFP Financial Group sold out of Evercore (EVR) in Q4 2023, closing a stake of 65 shares — an estimated $8.96K sold.

RFP Financial Group first reported a position in EVR in Q4 2022 and held it in 4 quarters. The position peaked at $8.96K in Q3 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

RFP Financial Group reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
RFP Financial Group sold 65 Evercore shares in Q4 2023, an estimated $8.96K.
RFP Financial Group first reported a position in Evercore in Q4 2022 and held it in 4 quarters.
RFP Financial Group's Evercore position peaked at $8.96K in Q3 2023.
436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.