Sparta 24 Ltd’s Evercore EVR Stock Holding History

Sparta 24 Ltd’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
2023 Q2	–	Sell	-245,400	Closed	-$28.3M	–	19
2023 Q1	$28.3M	Sell	245,400 -30,000	-11%	-$3.73M	24.25%	1
2022 Q4	$30M	Buy	+275,400	New	+$28.7M	25.88%	1

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

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sparta 24 Ltd's EVR Position: Q2 2023 in Review

Sparta 24 Ltd sold out of Evercore (EVR) in Q2 2023, closing a stake of 245,400 shares — an estimated $28.3M sold.

Sparta 24 Ltd first reported a position in EVR in Q4 2022 and held it in 2 quarters. The position peaked at $30M in Q4 2022. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

Sparta 24 Ltd reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
Sparta 24 Ltd sold 245,400 Evercore shares in Q2 2023, an estimated $28.3M.
Sparta 24 Ltd first reported a position in Evercore in Q4 2022 and held it in 2 quarters.
Sparta 24 Ltd's Evercore position peaked at $30M in Q4 2022.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Sparta 24 Ltd's 13F filing for Q2 2023, filed 16 Aug 2023.