AlphaCrest Capital Management’s Evercore EVR Stock Holding History

AlphaCrest Capital 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
2022 Q4	–	Sell	-19,050	Closed	-$1.57M	–	385
2022 Q3	$1.57M	Buy	19,050 +10,168	+114%	+$962K	0.1%	333
2022 Q2	$831K	Sell	8,882 -20,133	-69%	-$2.15M	0.04%	745
2022 Q1	$3.23M	Buy	29,015 +1,968	+7%	+$242K	0.18%	111
2021 Q4	$3.67M	Buy	27,047 +14,729	+120%	+$2.15M	0.14%	156
2021 Q3	$1.65M	Buy	12,318 +9,630	+358%	+$1.31M	0.09%	389
2021 Q2	$378K	Sell	2,688 -6,708	-71%	-$938K	0.02%	1045
2021 Q1	$1.24M	Buy	+9,396	New	+$1.15M	0.07%	412
2020 Q4	–	Sell	-9,553	Closed	-$625K	–	1158
2020 Q3	$625K	Buy	+9,553	New	+$580K	0.07%	458
2019 Q4	–	Sell	-27,327	Closed	-$2.19M	–	1277
2019 Q3	$2.19M	Buy	27,327 +13,900	+104%	+$1.15M	0.13%	200
2019 Q2	$1.19M	Buy	+13,427	New	+$1.2M	0.1%	322
2019 Q1	–	Sell	-10,700	Closed	-$766K	–	853
2018 Q4	$766K	Buy	+10,700	New	+$879K	0.23%	117

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

AlphaCrest Capital Management's EVR Position: Q4 2022 in Review

AlphaCrest Capital Management sold out of Evercore (EVR) in Q4 2022, closing a stake of 19,050 shares — an estimated $1.57M sold.

AlphaCrest Capital Management first reported a position in EVR in Q4 2018 and held it in 11 quarters. The position peaked at $3.67M in Q4 2021. 394 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

AlphaCrest Capital Management reported no remaining Evercore position as of Q4 2022 after selling out during the quarter.
AlphaCrest Capital Management sold 19,050 Evercore shares in Q4 2022, an estimated $1.57M.
AlphaCrest Capital Management first reported a position in Evercore in Q4 2018 and held it in 11 quarters.
AlphaCrest Capital Management's Evercore position peaked at $3.67M in Q4 2021.
394 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on AlphaCrest Capital Management's 13F filing for Q4 2022.