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Seizert Capital Partners’s Evercore EVR Stock Holding History

Seizert Capital Partners’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
Q2 		– Sell
-21,077
Closed -$4.06M – 177
2024
Q1 		$4.06M Sell
21,077
-10,649
-34% -$1.93M 0.19% 82
2023
Q4 		$5.43M Sell
31,726
-4,673
-13% -$677K 0.28% 67
2023
Q3 		$5.02M Buy
36,399
+1,078
+3% +$146K 0.27% 67
2023
Q2 		$4.37M Sell
35,321
-2,017
-5% -$232K 0.23% 70
2023
Q1 		$4.31M Sell
37,338
-6,369
-15% -$792K 0.24% 70
2022
Q4 		$4.77M Sell
43,707
-3,869
-8% -$404K 0.25% 67
2022
Q3 		$3.91M Buy
47,576
+11,011
+30% +$1.04M 0.22% 79
2022
Q2 		$3.42M Buy
36,565
+22,253
+155% +$2.37M 0.18% 89
2022
Q1 		$1.59M Buy
+14,312
New +$1.76M 0.07% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Seizert Capital Partners's EVR Position: Q2 2024 in Review

Seizert Capital Partners sold out of Evercore (EVR) in Q2 2024, closing a stake of 21,077 shares — an estimated $4.06M sold.

Seizert Capital Partners first reported a position in EVR in Q1 2022 and held it in 9 quarters. The position peaked at $5.43M in Q4 2023. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Seizert Capital Partners reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Seizert Capital Partners sold 21,077 Evercore shares in Q2 2024, an estimated $4.06M.
  • Seizert Capital Partners first reported a position in Evercore in Q1 2022 and held it in 9 quarters.
  • Seizert Capital Partners's Evercore position peaked at $5.43M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Seizert Capital Partners's 13F filing for Q2 2024, filed 7 Aug 2024.