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Sciencast Management’s Evercore EVR Stock Holding History

Sciencast Management’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
-6,506
Closed -$897K – 283
2023
Q3 		$897K Buy
+6,506
New +$883K 0.41% 91
2021
Q4 		– Sell
-1,937
Closed -$286K – 511
2021
Q3 		$286K Buy
+1,937
New +$263K 0.08% 294
2020
Q2 		– Sell
-10,108
Closed -$477K – 436
2020
Q1 		$477K Sell
10,108
-1,043
-9% -$69.9K 0.13% 111
2019
Q4 		$833K Buy
11,151
+8,251
+285% +$629K 0.22% 158
2019
Q3 		$223K Buy
+2,900
New +$240K 0.07% 322

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sciencast Management's EVR Position: Q4 2023 in Review

Sciencast Management sold out of Evercore (EVR) in Q4 2023, closing a stake of 6,506 shares — an estimated $897K sold.

Sciencast Management first reported a position in EVR in Q3 2019 and held it in 5 quarters. The position peaked at $897K in Q3 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

  • Sciencast Management reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
  • Sciencast Management sold 6,506 Evercore shares in Q4 2023, an estimated $897K.
  • Sciencast Management first reported a position in Evercore in Q3 2019 and held it in 5 quarters.
  • Sciencast Management's Evercore position peaked at $897K in Q3 2023.
  • 436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on Sciencast Management's 13F filing for Q4 2023, filed 14 Feb 2024.