ADIM
EVR icon

Alpha DNA Investment Management’s Evercore EVR Stock Holding History

Alpha DNA Investment Management’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
2021
Q2 		– Sell
-43
Closed -$5K – 274
2021
Q1 		$5K Sell
43
-13
-23% -$1.59K 0.01% 362
2020
Q4 		$6K Buy
+56
New +$4.98K 0.01% 347

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha DNA Investment Management's EVR Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Evercore (EVR) in Q2 2021, closing a stake of 43 shares — an estimated $5K sold.

Alpha DNA Investment Management first reported a position in EVR in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 43 Evercore shares in Q2 2021, an estimated $5K.
  • Alpha DNA Investment Management first reported a position in Evercore in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Evercore position peaked at $6K in Q4 2020.
  • 428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.