Stokes Family Office’s Evercore EVR Stock Holding History

Stokes Family Office’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 Q4	–	Sell	-1,455	Closed	-$201K	–	257
2023 Q3	$201K	Buy	+1,455	New	+$198K	0.02%	308

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stokes Family Office's EVR Position: Q4 2023 in Review

Stokes Family Office sold out of Evercore (EVR) in Q4 2023, closing a stake of 1,455 shares — an estimated $201K sold.

Stokes Family Office first reported a position in EVR in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

Stokes Family Office reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 1,455 Evercore shares in Q4 2023, an estimated $201K.
Stokes Family Office first reported a position in Evercore in Q3 2023 and held it in 1 quarter.
Stokes Family Office's Evercore position peaked at $201K in Q3 2023.
436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.