West Tower Group’s Evercore EVR Stock Holding History

West Tower Group’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	-36	Closed	-$4.45K	–	673
2023 Q2	$4.45K	Buy	+36	New	+$4.14K	﹤0.01%	521

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Tower Group's EVR Position: Q3 2023 in Review

West Tower Group sold out of Evercore (EVR) in Q3 2023, closing a stake of 36 shares — an estimated $4.45K sold.

West Tower Group first reported a position in EVR in Q2 2023 and held it in 1 quarter. The position peaked at $4.45K in Q2 2023. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

West Tower Group reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
West Tower Group sold 36 Evercore shares in Q3 2023, an estimated $4.45K.
West Tower Group first reported a position in Evercore in Q2 2023 and held it in 1 quarter.
West Tower Group's Evercore position peaked at $4.45K in Q2 2023.
396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on West Tower Group's 13F filing for Q3 2023, filed 14 Nov 2023.