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Rice Hall James & Associates’s Evercore EVR Stock Holding History

Rice Hall James & Associates’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
Q2 		– Sell
-2,074
Closed -$231K – 282
2022
Q1 		$231K Sell
2,074
-49
-2% -$6.03K 0.01% 296
2021
Q4 		$288K Hold
2,123
– – 0.01% 286
2021
Q3 		$284K Hold
2,123
– – 0.01% 285
2021
Q2 		$299K Hold
2,123
– – 0.01% 283
2021
Q1 		$280K Buy
2,123
+134
+7% +$16.4K 0.01% 284
2020
Q4 		$218K Buy
+1,989
New +$177K 0.01% 286

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rice Hall James & Associates's EVR Position: Q2 2022 in Review

Rice Hall James & Associates sold out of Evercore (EVR) in Q2 2022, closing a stake of 2,074 shares — an estimated $231K sold.

Rice Hall James & Associates first reported a position in EVR in Q4 2020 and held it in 6 quarters. The position peaked at $299K in Q2 2021. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

  • Rice Hall James & Associates reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
  • Rice Hall James & Associates sold 2,074 Evercore shares in Q2 2022, an estimated $231K.
  • Rice Hall James & Associates first reported a position in Evercore in Q4 2020 and held it in 6 quarters.
  • Rice Hall James & Associates's Evercore position peaked at $299K in Q2 2021.
  • 381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Rice Hall James & Associates's 13F filing for Q2 2022, filed 8 Aug 2022.