Amundi Asset Management US’s Evercore EVR Stock Holding History

Amundi Asset Management US’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 Q4	–	Sell	-147	Closed	-$10K	–	1511
2020 Q3	$10K	Sell	147 -74,476	-100%	-$4.52M	﹤0.01%	1522
2020 Q2	$4.39M	Sell	74,623 -8,023	-10%	-$436K	0.01%	904
2020 Q1	$1.23M	Sell	82,646 -18,638	-18%	-$1.25M	﹤0.01%	1060
2019 Q4	$7.57M	Buy	101,284 +99,874	+7,083%	+$7.61M	0.01%	812
2019 Q3	$113K	Hold	1,410	–	–	﹤0.01%	1549
2019 Q2	$125K	Hold	1,410	–	–	﹤0.01%	1551
2019 Q1	$128K	Hold	1,410	–	–	﹤0.01%	1519
2018 Q4	$101	Sell	1,410 -7,680	-84%	-$631K	﹤0.01%	1510
2018 Q3	$914K	Hold	9,090	–	–	﹤0.01%	1273
2018 Q2	$959K	Buy	+9,090	New	+$937K	﹤0.01%	1253

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Amundi Asset Management US's EVR Position: Q4 2020 in Review

Amundi Asset Management US sold out of Evercore (EVR) in Q4 2020, closing a stake of 147 shares — an estimated $10K sold.

Amundi Asset Management US first reported a position in EVR in Q2 2018 and held it in 10 quarters. The position peaked at $7.57M in Q4 2019. 351 funds tracked by Wall St. Rank hold EVR as of Q4 2020.

Amundi Asset Management US reported no remaining Evercore position as of Q4 2020 after selling out during the quarter.
Amundi Asset Management US sold 147 Evercore shares in Q4 2020, an estimated $10K.
Amundi Asset Management US first reported a position in Evercore in Q2 2018 and held it in 10 quarters.
Amundi Asset Management US's Evercore position peaked at $7.57M in Q4 2019.
351 funds tracked by Wall St. Rank held Evercore as of Q4 2020.

Based on Amundi Asset Management US's 13F filing for Q4 2020, filed 16 Feb 2021.