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TD Ameritrade Investment Management’s Evercore EVR Stock Holding History

TD Ameritrade Investment 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
-1,227
Closed -$152K – 150
2023
Q2 		$152K Sell
1,227
-162
-12% -$18.6K ﹤0.01% 187
2023
Q1 		$160K Sell
1,389
-463
-25% -$57.5K ﹤0.01% 191
2022
Q4 		$202K Sell
1,852
-618
-25% -$64.5K ﹤0.01% 192
2022
Q3 		$203K Sell
2,470
-629
-20% -$59.5K ﹤0.01% 207
2022
Q2 		$290K Sell
3,099
-918
-23% -$97.8K ﹤0.01% 198
2022
Q1 		$447K Buy
4,017
+280
+7% +$34.4K ﹤0.01% 192
2021
Q4 		$508K Sell
3,737
-1,844
-33% -$269K ﹤0.01% 180
2021
Q3 		$365K Buy
5,581
+2,102
+60% +$286K ﹤0.01% 177
2021
Q2 		$490K Sell
3,479
-1,055
-23% -$147K ﹤0.01% 170
2021
Q1 		$497K Hold
4,534
– – ﹤0.01% 152
2020
Q4 		$497K Sell
4,534
-1,047
-19% -$93.2K ﹤0.01% 152
2020
Q3 		$365K Sell
5,581
-352
-6% -$21.4K ﹤0.01% 177
2020
Q2 		$350K Buy
5,933
+5,782
+3,829% +$314K ﹤0.01% 182
2020
Q1 		$7K Buy
151
+27
+22% +$1.81K ﹤0.01% 455
2019
Q4 		$9K Buy
+124
New +$9.45K ﹤0.01% 467
2019
Q2 		– Sell
-384
Closed -$35K – 650
2019
Q1 		$35K Buy
+384
New +$33.7K ﹤0.01% 270

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

TD Ameritrade Investment Management's EVR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Evercore (EVR) in Q3 2023, closing a stake of 1,227 shares — an estimated $152K sold.

TD Ameritrade Investment Management first reported a position in EVR in Q1 2019 and held it in 16 quarters. The position peaked at $508K in Q4 2021. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,227 Evercore shares in Q3 2023, an estimated $152K.
  • TD Ameritrade Investment Management first reported a position in Evercore in Q1 2019 and held it in 16 quarters.
  • TD Ameritrade Investment Management's Evercore position peaked at $508K in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.