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Steward Financial Group’s Evercore EVR Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+31
New +$4.21K ﹤0.01% 713
2023
Q2 		– Sell
-33
Closed -$3K – 635
2023
Q1 		$3K Buy
+33
New +$4.1K ﹤0.01% 409
2022
Q3 		– Sell
-8
Closed – – 487
2022
Q2 		$0 Buy
+8
New +$852 ﹤0.01% 1089

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's EVR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Evercore (EVR) in Q3 2023: 31 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EVR as recently as Q1 2023.

Steward Financial Group first reported a position in EVR in Q2 2022 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Steward Financial Group held 31 shares of Evercore worth $4K as of Q3 2023.
  • Evercore was a new Steward Financial Group position in Q3 2023.
  • Evercore made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #713 holding.
  • Steward Financial Group first reported a position in Evercore in Q2 2022 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.