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Wright Investors Service’s Evercore EVR Stock Holding History

Wright Investors Service’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
Q2 		– Sell
-3,611
Closed -$695K – 148
2024
Q1 		$695K Sell
3,611
-100
-3% -$18.1K 0.18% 117
2023
Q4 		$635K Sell
3,711
-22
-0.6% -$3.19K 0.18% 113
2023
Q3 		$515K Sell
3,733
-162
-4% -$22K 0.15% 120
2023
Q2 		$481K Sell
3,895
-3,249
-45% -$374K 0.14% 124
2023
Q1 		$824K Sell
7,144
-3,131
-30% -$389K 0.23% 110
2022
Q4 		$1.12M Sell
10,275
-109
-1% -$11.4K 0.32% 91
2022
Q3 		$854K Buy
10,384
+2,419
+30% +$229K 0.27% 97
2022
Q2 		$745K Buy
7,965
+514
+7% +$54.8K 0.21% 107
2022
Q1 		$830K Buy
+7,451
New +$917K 0.21% 110
2019
Q3 		– Sell
-3,850
Closed -$341K – 152
2019
Q2 		$341K Buy
3,850
+31
+0.8% +$2.76K 0.13% 124
2019
Q1 		$348K Buy
+3,819
New +$335K 0.14% 122

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wright Investors Service's EVR Position: Q2 2024 in Review

Wright Investors Service sold out of Evercore (EVR) in Q2 2024, closing a stake of 3,611 shares — an estimated $695K sold.

Wright Investors Service first reported a position in EVR in Q1 2019 and held it in 11 quarters. The position peaked at $1.12M in Q4 2022. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Wright Investors Service reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Wright Investors Service sold 3,611 Evercore shares in Q2 2024, an estimated $695K.
  • Wright Investors Service first reported a position in Evercore in Q1 2019 and held it in 11 quarters.
  • Wright Investors Service's Evercore position peaked at $1.12M in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Wright Investors Service's 13F filing for Q2 2024, filed 26 Jul 2024.