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Tucker Asset Management’s Evercore EVR Stock Holding History

Tucker Asset 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
Q3 		– Sell
-1
Closed -$208 – 1526
2024
Q2 		$208 Hold
1
– – ﹤0.01% 1562
2024
Q1 		$193 Hold
1
– – ﹤0.01% 1546
2023
Q4 		$171 Sell
1
-4
-80% -$579 ﹤0.01% 1378
2023
Q3 		$689 Hold
5
– – ﹤0.01% 1228
2023
Q2 		$618 Hold
5
– – ﹤0.01% 1022
2023
Q1 		$577 Sell
5
-1
-17% -$124 ﹤0.01% 1040
2022
Q4 		$664 Hold
6
– – ﹤0.01% 684
2022
Q3 		$631 Buy
+6
New +$567 ﹤0.01% 718

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tucker Asset Management's EVR Position: Q3 2024 in Review

Tucker Asset Management sold out of Evercore (EVR) in Q3 2024, closing a stake of 1 share — an estimated $208 sold.

Tucker Asset Management first reported a position in EVR in Q3 2022 and held it in 8 quarters. The position peaked at $689 in Q3 2023. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Tucker Asset Management reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 1 Evercore share in Q3 2024, an estimated $208.
  • Tucker Asset Management first reported a position in Evercore in Q3 2022 and held it in 8 quarters.
  • Tucker Asset Management's Evercore position peaked at $689 in Q3 2023.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.