VIA
EVR icon

Vident Investment Advisory’s Evercore EVR Stock Holding History

Vident Investment Advisory’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
-13,713
Closed -$1.69M – 352
2023
Q2 		$1.69M Sell
13,713
-409
-3% -$47K 0.06% 350
2023
Q1 		$1.63M Sell
14,122
-6,161
-30% -$766K 0.05% 397
2022
Q4 		$2.21M Sell
20,283
-538
-3% -$56.2K 0.08% 273
2022
Q3 		$1.59M Sell
20,821
-249
-1% -$23.5K 0.05% 438
2022
Q2 		$1.97M Buy
21,070
+1,963
+10% +$209K 0.06% 405
2022
Q1 		$2.13M Buy
19,107
+2,985
+19% +$367K 0.06% 432
2021
Q4 		$2.19M Buy
16,122
+788
+5% +$115K 0.06% 417
2021
Q3 		$2.05M Sell
15,334
-1,824
-11% -$248K 0.06% 397
2021
Q2 		$2.42M Sell
17,158
-165
-1% -$23.1K 0.07% 326
2021
Q1 		$2.28M Buy
+17,323
New +$2.12M 0.08% 318
2019
Q1 		– Sell
-27,035
Closed -$1.94M – 749
2018
Q4 		$1.94M Sell
27,035
-21,833
-45% -$1.79M 0.11% 261
2018
Q3 		$4.91M Sell
48,868
-317
-0.6% -$34.2K 0.19% 77
2018
Q2 		$5.19M Buy
49,185
+9,201
+23% +$949K 0.21% 73
2018
Q1 		$3.77M Buy
39,984
+1,326
+3% +$125K 0.15% 129
2017
Q4 		$3.48M Buy
38,658
+3,223
+9% +$269K 0.16% 137
2017
Q3 		$2.84M Buy
35,435
+2,811
+9% +$211K 0.15% 169
2017
Q2 		$2.3M Buy
32,624
+754
+2% +$54.8K 0.19% 207
2017
Q1 		$2.48M Buy
+31,870
New +$2.47M 0.25% 158

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vident Investment Advisory's EVR Position: Q3 2023 in Review

Vident Investment Advisory sold out of Evercore (EVR) in Q3 2023, closing a stake of 13,713 shares — an estimated $1.69M sold.

Vident Investment Advisory first reported a position in EVR in Q1 2017 and held it in 18 quarters. The position peaked at $5.19M in Q2 2018. 397 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Vident Investment Advisory reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 13,713 Evercore shares in Q3 2023, an estimated $1.69M.
  • Vident Investment Advisory first reported a position in Evercore in Q1 2017 and held it in 18 quarters.
  • Vident Investment Advisory's Evercore position peaked at $5.19M in Q2 2018.
  • 397 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.