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Suvretta Capital Management’s Evercore EVR Stock Holding History

Suvretta Capital Management’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
Q3 		– Sell
-71,051
Closed -$8.78M – 94
2023
Q2 		$8.78M Buy
+71,051
New +$8.17M 0.47% 52

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Dimensional Fund Advisors
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Fuller & Thaler Asset Management
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Morgan Stanley
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Suvretta Capital Management's EVR Position: Q3 2023 in Review

Suvretta Capital Management sold out of Evercore (EVR) in Q3 2023, closing a stake of 71,051 shares — an estimated $8.78M sold.

Suvretta Capital Management first reported a position in EVR in Q2 2023 and held it in 1 quarter. The position peaked at $8.78M in Q2 2023. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Suvretta Capital Management reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Suvretta Capital Management sold 71,051 Evercore shares in Q3 2023, an estimated $8.78M.
  • Suvretta Capital Management first reported a position in Evercore in Q2 2023 and held it in 1 quarter.
  • Suvretta Capital Management's Evercore position peaked at $8.78M in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Suvretta Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.