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Stonebridge Financial Planning Group’s Evercore EVR Stock Holding History

Stonebridge Financial Planning 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
2020
Q4 		– Sell
-400
Closed -$31K – 393
2020
Q3 		$31K Hold
400
– – 0.02% 225
2020
Q2 		$23K Hold
400
– – 0.02% 245
2020
Q1 		$22K Hold
400
– – 0.02% 235
2019
Q4 		$30K Buy
+400
New +$30.5K 0.03% 203

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stonebridge Financial Planning Group's EVR Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of Evercore (EVR) in Q4 2020, closing a stake of 400 shares — an estimated $31K sold.

Stonebridge Financial Planning Group first reported a position in EVR in Q4 2019 and held it in 4 quarters. The position peaked at $31K in Q3 2020. 351 funds tracked by Wall St. Rank hold EVR as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining Evercore position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 400 Evercore shares in Q4 2020, an estimated $31K.
  • Stonebridge Financial Planning Group first reported a position in Evercore in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Evercore position peaked at $31K in Q3 2020.
  • 351 funds tracked by Wall St. Rank held Evercore as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.