Advisor Resource Council’s Evercore EVR Stock Holding History

Advisor Resource Council’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
2022 Q1	–	Sell	-14,057	Closed	-$1.91M	–	312
2021 Q4	$1.91M	Buy	14,057 +8,446	+151%	+$1.23M	0.15%	148
2021 Q3	$750K	Sell	5,611 -3,189	-36%	-$433K	0.23%	108
2021 Q2	$1.24M	Buy	+8,800	New	+$1.23M	0.13%	177

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's EVR Position: Q1 2022 in Review

Advisor Resource Council sold out of Evercore (EVR) in Q1 2022, closing a stake of 14,057 shares — an estimated $1.91M sold.

Advisor Resource Council first reported a position in EVR in Q2 2021 and held it in 3 quarters. The position peaked at $1.91M in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Advisor Resource Council reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Advisor Resource Council sold 14,057 Evercore shares in Q1 2022, an estimated $1.91M.
Advisor Resource Council first reported a position in Evercore in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's Evercore position peaked at $1.91M in Q4 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.