Safeguard Financial’s Evercore EVR Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-20	Closed	-$2K	–	221
2023 Q2	$2K	Buy	+20	New	+$2.3K	﹤0.01%	455

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Safeguard Financial's EVR Position: Q3 2023 in Review

Safeguard Financial sold out of Evercore (EVR) in Q3 2023, closing a stake of 20 shares — an estimated $2K sold.

Safeguard Financial first reported a position in EVR in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

Safeguard Financial reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 20 Evercore shares in Q3 2023, an estimated $2K.
Safeguard Financial first reported a position in Evercore in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Evercore position peaked at $2K in Q2 2023.
396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.