Simplicity Wealth’s Evercore EVR Stock Holding History

Simplicity Wealth’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	–	Sell	-1,006	Closed	-$210K	–	712
2024 Q2	$210K	Buy	+1,006	New	+$196K	﹤0.01%	1096

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Simplicity Wealth's EVR Position: Q3 2024 in Review

Simplicity Wealth sold out of Evercore (EVR) in Q3 2024, closing a stake of 1,006 shares — an estimated $210K sold.

Simplicity Wealth first reported a position in EVR in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

Simplicity Wealth reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,006 Evercore shares in Q3 2024, an estimated $210K.
Simplicity Wealth first reported a position in Evercore in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Evercore position peaked at $210K in Q2 2024.
512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.