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Sageworth Trust Company of South Dakota’s Evercore EVR Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-31
Closed -$3K – 369
2022
Q2 		$3K Sell
31
-47
-60% -$5.01K 0.01% 294
2022
Q1 		$9K Sell
78
-101
-56% -$12.4K 0.02% 209
2021
Q4 		$24K Buy
+179
New +$26.1K 0.04% 197

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Sageworth Trust Company of South Dakota's EVR Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Evercore (EVR) in Q3 2022, closing a stake of 31 shares — an estimated $3K sold.

Sageworth Trust Company of South Dakota first reported a position in EVR in Q4 2021 and held it in 3 quarters. The position peaked at $24K in Q4 2021. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 31 Evercore shares in Q3 2022, an estimated $3K.
  • Sageworth Trust Company of South Dakota first reported a position in Evercore in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Evercore position peaked at $24K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.