Tradition Wealth Management’s Evercore EVR Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-236	Closed	-$40K	–	635
2023 Q4	$40K	Buy	236 +1	+0.4%	+$145	﹤0.01%	679
2023 Q3	$32K	Hold	235	–	–	﹤0.01%	710
2023 Q2	$29K	Buy	235 +95	+68%	+$10.9K	﹤0.01%	775
2023 Q1	$16K	Buy	140 +1	+0.7%	+$124	﹤0.01%	880
2022 Q4	$15K	Buy	139 +1	+0.7%	+$104	﹤0.01%	805
2022 Q3	$11K	Hold	138	–	–	﹤0.01%	905
2022 Q2	$13K	Hold	138	–	–	﹤0.01%	755
2022 Q1	$15K	Hold	138	–	–	﹤0.01%	791
2021 Q4	$19K	Hold	138	–	–	﹤0.01%	743
2021 Q3	$18K	Hold	138	–	–	﹤0.01%	755
2021 Q2	$19K	Hold	138	–	–	﹤0.01%	769
2021 Q1	$18K	Hold	138	–	–	﹤0.01%	649
2020 Q4	$15K	Buy	+138	New	+$12.3K	﹤0.01%	643

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Tradition Wealth Management's EVR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Evercore (EVR) in Q1 2024, closing a stake of 236 shares — an estimated $40K sold.

Tradition Wealth Management first reported a position in EVR in Q4 2020 and held it in 13 quarters. The position peaked at $40K in Q4 2023. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

Tradition Wealth Management reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 236 Evercore shares in Q1 2024, an estimated $40K.
Tradition Wealth Management first reported a position in Evercore in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Evercore position peaked at $40K in Q4 2023.
474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.