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Summit Global Investments’s Evercore EVR Stock Holding History

Summit Global Investments’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
2024
Q4 		– Sell
-2,811
Closed -$712K – 565
2024
Q3 		$712K Sell
2,811
-5,133
-65% -$1.22M 0.05% 311
2024
Q2 		$1.66M Buy
+7,944
New +$1.55M 0.11% 144
2024
Q1 		– Sell
-1,290
Closed -$221K – 530
2023
Q4 		$221K Buy
+1,290
New +$187K 0.01% 481
2023
Q2 		– Sell
-3,201
Closed -$369K – 565
2023
Q1 		$369K Buy
+3,201
New +$398K 0.03% 393
2018
Q2 		– Sell
-6,100
Closed -$532K – 279
2018
Q1 		$532K Buy
+6,100
New +$575K 0.08% 217

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Summit Global Investments's EVR Position: Q4 2024 in Review

Summit Global Investments sold out of Evercore (EVR) in Q4 2024, closing a stake of 2,811 shares — an estimated $712K sold.

Summit Global Investments first reported a position in EVR in Q1 2018 and held it in 5 quarters. The position peaked at $1.66M in Q2 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Summit Global Investments reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 2,811 Evercore shares in Q4 2024, an estimated $712K.
  • Summit Global Investments first reported a position in Evercore in Q1 2018 and held it in 5 quarters.
  • Summit Global Investments's Evercore position peaked at $1.66M in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.