ZB
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Zions Bancorporation’s Evercore EVR Stock Holding History

Zions Bancorporation’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
Q4 		$1.16M Buy
4,190
+1,439
+52% +$408K 0.07% 212
2024
Q3 		$697K Buy
2,751
+551
+25% +$131K 0.05% 237
2024
Q2 		$459K Sell
2,200
-1,532
-41% -$298K 0.04% 248
2024
Q1 		$719K Sell
3,732
-1,927
-34% -$349K 0.05% 232
2023
Q4 		$968K Sell
5,659
-405
-7% -$58.6K 0.07% 212
2023
Q3 		$836K Buy
6,064
+484
+9% +$65.7K 0.07% 207
2023
Q2 		$690K Sell
5,580
-424
-7% -$48.8K 0.06% 226
2023
Q1 		$693K Buy
6,004
+2,500
+71% +$311K 0.06% 222
2022
Q4 		$382K Sell
3,504
-1,950
-36% -$204K 0.03% 263
2022
Q3 		$449K Buy
5,454
+74
+1% +$7K 0.05% 240
2022
Q2 		$504K Buy
5,380
+1,082
+25% +$115K 0.05% 236
2022
Q1 		$478K Buy
4,298
+2,048
+91% +$252K 0.04% 247
2021
Q4 		$306K Buy
2,250
+127
+6% +$18.5K 0.03% 275
2021
Q3 		$284K Buy
2,123
+126
+6% +$17.1K 0.03% 272
2021
Q2 		$281K Buy
+1,997
New +$279K 0.03% 261
2020
Q4 		– Sell
-100
Closed -$7K – 964
2020
Q3 		$7K Buy
+100
New +$6.07K ﹤0.01% 747

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Zions Bancorporation's EVR Position: Q4 2024 in Review

Zions Bancorporation increased its Evercore (EVR) stake by 52% in Q4 2024, buying an estimated $408K and bringing the position to 4,190 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #212.

Zions Bancorporation first reported a position in EVR in Q3 2020 and has held it in 16 quarters since. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Zions Bancorporation held 4,190 shares of Evercore worth $1.16M as of Q4 2024.
  • Zions Bancorporation bought 1,439 Evercore shares in Q4 2024, an estimated $408K.
  • Evercore made up 0.07% of Zions Bancorporation's portfolio in Q4 2024, its #212 holding.
  • Zions Bancorporation first reported a position in Evercore in Q3 2020 and has held it in 16 quarters since.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.