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Scout Investments’s Evercore EVR Stock Holding History

Scout Investments’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
2024
Q3 		$38.7M Sell
145,751
-116,396
-44% -$27.7M 1.02% 22
2024
Q2 		$54.6M Sell
262,147
-12,498
-5% -$2.43M 1.47% 10
2024
Q1 		$52M Sell
274,645
-36,977
-12% -$6.69M 1.28% 13
2023
Q4 		$53.3M Sell
311,622
-29,446
-9% -$4.26M 1.33% 9
2023
Q3 		$45.8M Buy
341,068
+110,442
+48% +$15M 1.05% 16
2023
Q2 		$31.5M Sell
230,626
-4,218
-2% -$485K 0.64% 47
2023
Q1 		$27.1M Buy
+234,844
New +$29.2M 0.55% 75
2022
Q2 		– Sell
-115,583
Closed -$12.9M – 228
2022
Q1 		$12.9M Sell
115,583
-133,103
-54% -$16.4M 0.21% 124
2021
Q4 		$33.8M Sell
248,686
-186,140
-43% -$27.1M 0.49% 68
2021
Q3 		$58.1M Sell
434,826
-14,070
-3% -$1.91M 0.87% 21
2021
Q2 		$63.2M Sell
448,896
-454,928
-50% -$63.6M 0.94% 20
2021
Q1 		$119M Buy
903,824
+250,164
+38% +$30.5M 1.79% 2
2020
Q4 		$71.7M Sell
653,660
-81,169
-11% -$7.22M 1.32% 5
2020
Q3 		$48.1M Buy
734,829
+111,001
+18% +$6.74M 1.07% 10
2020
Q2 		$36.8M Buy
623,828
+55,450
+10% +$3.02M 0.88% 17
2020
Q1 		$26.2M Buy
568,378
+124,534
+28% +$8.34M 0.78% 32
2019
Q4 		$33.2M Buy
443,844
+75,012
+20% +$5.72M 0.64% 49
2019
Q3 		$29.5M Sell
368,832
-125,646
-25% -$10.4M 0.59% 55
2019
Q2 		$43.8M Buy
494,478
+191,230
+63% +$17M 0.85% 26
2019
Q1 		$27.6M Buy
303,248
+241,085
+388% +$21.2M 0.57% 56
2018
Q4 		$4.45M Sell
62,163
-167,066
-73% -$13.7M 0.11% 173
2018
Q3 		$23M Buy
229,229
+1,276
+0.6% +$138K 0.48% 79
2018
Q2 		$24M Buy
227,953
+33,931
+17% +$3.5M 0.55% 56
2018
Q1 		$16.9M Buy
+194,022
New +$18.3M 0.41% 95
2016
Q2 		– Sell
-161,464
Closed -$8.36M – 312
2016
Q1 		$8.36M Buy
+161,464
New +$7.72M 0.23% 128

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scout Investments's EVR Position: Q3 2024 in Review

Scout Investments reduced its Evercore (EVR) stake by 44% in Q3 2024, selling an estimated $27.7M and leaving 145,751 shares worth $38.7M. The position accounts for 1.02% of the portfolio, ranked #22.

Scout Investments first reported a position in EVR in Q1 2016 and has held it in 25 quarters since. The position peaked at $119M in Q1 2021. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Scout Investments held 145,751 shares of Evercore worth $38.7M as of Q3 2024.
  • Scout Investments sold 116,396 Evercore shares in Q3 2024, an estimated $27.7M.
  • Evercore made up 1.02% of Scout Investments's portfolio in Q3 2024, its #22 holding.
  • Scout Investments first reported a position in Evercore in Q1 2016 and has held it in 25 quarters since.
  • Scout Investments's Evercore position peaked at $119M in Q1 2021.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.