1834 Investment Advisors’s Evercore EVR Stock Holding History

1834 Investment Advisors’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
2020 Q3	–	Sell	-27	Closed	-$2K	–	432
2020 Q2	$2K	Buy	+27	New	+$1.47K	﹤0.01%	423

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

1834 Investment Advisors's EVR Position: Q3 2020 in Review

1834 Investment Advisors sold out of Evercore (EVR) in Q3 2020, closing a stake of 27 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in EVR in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

1834 Investment Advisors reported no remaining Evercore position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 27 Evercore shares in Q3 2020, an estimated $2K.
1834 Investment Advisors first reported a position in Evercore in Q2 2020 and held it in 1 quarter.
1834 Investment Advisors's Evercore position peaked at $2K in Q2 2020.
301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.