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EVR icon

Sowell Financial Services’s Evercore EVR Stock Holding History

Sowell Financial Services’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
Q2
– Sell
-79
Closed -$11K – 1190
2021
Q1
$11K Buy
79
+10
+14% +$1.22K ﹤0.01% 2272
2020
Q4
$8K Buy
69
+63
+1,050% +$5.61K ﹤0.01% 2104
2020
Q3
$0 Sell
6
-76
-93% -$4.61K ﹤0.01% 2581
2020
Q2
$5K Sell
82
-32
-28% -$1.74K ﹤0.01% 1890
2020
Q1
$5K Sell
114
-46
-29% -$3.08K ﹤0.01% 1812
2019
Q4
$12K Sell
160
-6
-4% -$457 ﹤0.01% 1619
2019
Q3
$13K Buy
+166
New +$13.8K ﹤0.01% 1433

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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