SWA
EVR icon

Sutton Wealth Advisors’s Evercore EVR Stock Holding History

Sutton Wealth 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
-2
Closed -$218 – 1046
2022
Q4 		$218 Buy
+2
New +$209 ﹤0.01% 1584
2022
Q1 		– Sell
-4
Closed -$543 – 1654
2021
Q4 		$543 Buy
+4
New +$583 ﹤0.01% 1500
2018
Q4 		– Sell
-114
Closed -$11.5K – 1147
2018
Q3 		$11.5K Hold
114
– – 0.01% 762
2018
Q2 		$12K Sell
114
-446
-80% -$46K 0.01% 789
2018
Q1 		$48.8K Hold
560
– – 0.04% 277
2017
Q4 		$50.4K Hold
560
– – 0.04% 271
2017
Q3 		$44.9K Buy
560
+260
+87% +$19.5K 0.03% 295
2017
Q2 		$21.1K Hold
300
– – 0.02% 504
2017
Q1 		$23.4K Hold
300
– – 0.02% 460
2016
Q4 		$20.6K Hold
300
– – 0.02% 486
2016
Q3 		$15.5K Buy
300
+201
+203% +$10.1K 0.01% 536
2016
Q2 		$4.38K Sell
99
-466
-82% -$23.2K ﹤0.01% 807
2016
Q1 		$29.2K Buy
+565
New +$27K 0.03% 341

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