Schubert & Co’s Evercore EVR Stock Holding History

Schubert & Co’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 Q2	–	Sell	-30	Closed	-$3.46K	–	526
2023 Q1	$3.46K	Buy	30 +3	+11%	+$373	﹤0.01%	637
2022 Q4	$2.94K	Buy	27 +2	+8%	+$209	﹤0.01%	662
2022 Q3	$2K	Buy	25 +6	+32%	+$567	﹤0.01%	779
2022 Q2	$2K	Buy	19 +11	+138%	+$1.17K	﹤0.01%	755
2022 Q1	$1K	Buy	8 +3	+60%	+$369	﹤0.01%	670
2021 Q4	$1K	Buy	+5	New	+$729	﹤0.01%	622

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Schubert & Co's EVR Position: Q2 2023 in Review

Schubert & Co sold out of Evercore (EVR) in Q2 2023, closing a stake of 30 shares — an estimated $3.46K sold.

Schubert & Co first reported a position in EVR in Q4 2021 and held it in 6 quarters. The position peaked at $3.46K in Q1 2023. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

Schubert & Co reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 30 Evercore shares in Q2 2023, an estimated $3.46K.
Schubert & Co first reported a position in Evercore in Q4 2021 and held it in 6 quarters.
Schubert & Co's Evercore position peaked at $3.46K in Q1 2023.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.