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Virtus Family Office’s Evercore EVR Stock Holding History

Virtus Family Office’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
Q2 		– Sell
-11,352
Closed -$1.31M – 43
2023
Q1 		$1.31M Sell
11,352
-95
-0.8% -$11.8K 2.59% 15
2022
Q4 		$1.25M Buy
11,447
+1,936
+20% +$202K 2.79% 15
2022
Q3 		$782K Buy
+9,511
New +$899K 2% 27

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

Virtus Family Office's EVR Position: Q2 2023 in Review

Virtus Family Office sold out of Evercore (EVR) in Q2 2023, closing a stake of 11,352 shares — an estimated $1.31M sold.

Virtus Family Office first reported a position in EVR in Q3 2022 and held it in 3 quarters. The position peaked at $1.31M in Q1 2023. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

  • Virtus Family Office reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
  • Virtus Family Office sold 11,352 Evercore shares in Q2 2023, an estimated $1.31M.
  • Virtus Family Office first reported a position in Evercore in Q3 2022 and held it in 3 quarters.
  • Virtus Family Office's Evercore position peaked at $1.31M in Q1 2023.
  • 399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Virtus Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.