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Sonora Investment Management’s Evercore EVR Stock Holding History

Sonora Investment 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
2021
Q3 		$3K Hold
26
– – ﹤0.01% 936
2021
Q2 		$4K Buy
+26
New +$3.63K ﹤0.01% 828

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management's EVR Position: Q3 2021 in Review

Sonora Investment Management held its Evercore (EVR) position steady in Q3 2021 at 26 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Sonora Investment Management first reported a position in EVR in Q2 2021 and has held it in 2 quarters since. The position peaked at $4K in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

  • Sonora Investment Management held 26 shares of Evercore worth $3K as of Q3 2021.
  • Sonora Investment Management left its Evercore share count unchanged in Q3 2021.
  • Evercore made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #936 holding.
  • Sonora Investment Management first reported a position in Evercore in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Evercore position peaked at $4K in Q2 2021.
  • 424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.