Spartan Fund Management’s Evercore EVR Stock Holding History

Spartan Fund 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
2022 Q4	–	Sell	-2,500	Closed	-$206K	–	415
2022 Q3	$206K	Buy	+2,500	New	+$236K	0.06%	259

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spartan Fund Management's EVR Position: Q4 2022 in Review

Spartan Fund Management sold out of Evercore (EVR) in Q4 2022, closing a stake of 2,500 shares — an estimated $206K sold.

Spartan Fund Management first reported a position in EVR in Q3 2022 and held it in 1 quarter. The position peaked at $206K in Q3 2022. 394 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

Spartan Fund Management reported no remaining Evercore position as of Q4 2022 after selling out during the quarter.
Spartan Fund Management sold 2,500 Evercore shares in Q4 2022, an estimated $206K.
Spartan Fund Management first reported a position in Evercore in Q3 2022 and held it in 1 quarter.
Spartan Fund Management's Evercore position peaked at $206K in Q3 2022.
394 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on Spartan Fund Management's 13F filing for Q4 2022, filed 24 Jan 2023.