Vest Financial’s Evercore EVR Stock Holding History

Vest Financial’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	-1,445	Closed	-$247K	–	274
2023 Q4	$247K	Buy	+1,445	New	+$209K	0.01%	142

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

Vest Financial's EVR Position: Q1 2024 in Review

Vest Financial sold out of Evercore (EVR) in Q1 2024, closing a stake of 1,445 shares — an estimated $247K sold.

Vest Financial first reported a position in EVR in Q4 2023 and held it in 1 quarter. The position peaked at $247K in Q4 2023. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

Vest Financial reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
Vest Financial sold 1,445 Evercore shares in Q1 2024, an estimated $247K.
Vest Financial first reported a position in Evercore in Q4 2023 and held it in 1 quarter.
Vest Financial's Evercore position peaked at $247K in Q4 2023.
474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Vest Financial's 13F filing for Q1 2024, filed 30 Apr 2024.