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Stonebridge Capital Advisors’s Evercore EVR Stock Holding History

Stonebridge Capital Advisors’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
Q1 		– Sell
-100
Closed -$10.9K – 953
2022
Q4 		$10.9K Sell
100
-8
-7% -$835 ﹤0.01% 581
2022
Q3 		$9K Buy
108
+8
+8% +$757 ﹤0.01% 589
2022
Q2 		$9K Hold
100
– – ﹤0.01% 613
2022
Q1 		$11K Buy
+100
New +$12.3K ﹤0.01% 650

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonebridge Capital Advisors's EVR Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of Evercore (EVR) in Q1 2023, closing a stake of 100 shares — an estimated $10.9K sold.

Stonebridge Capital Advisors first reported a position in EVR in Q1 2022 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • Stonebridge Capital Advisors reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 100 Evercore shares in Q1 2023, an estimated $10.9K.
  • Stonebridge Capital Advisors first reported a position in Evercore in Q1 2022 and held it in 4 quarters.
  • Stonebridge Capital Advisors's Evercore position peaked at $11K in Q1 2022.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.