Aristotle Capital Boston’s Evercore EVR Stock Holding History

Aristotle Capital Boston’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	-221,315	Closed	-$30.1M	–	134
2021 Q4	$30.1M	Sell	221,315 -5,427	-2%	-$791K	0.7%	64
2021 Q3	$30.3M	Sell	226,742 -96,955	-30%	-$13.2M	0.71%	62
2021 Q2	$45.6M	Sell	323,697 -18,033	-5%	-$2.52M	1.04%	29
2021 Q1	$45M	Sell	341,730 -161,446	-32%	-$19.7M	1%	30
2020 Q4	$55.2M	Buy	503,176 +25,019	+5%	+$2.23M	1.31%	22
2020 Q3	$31.3M	Buy	478,157 +131,512	+38%	+$7.98M	0.91%	43
2020 Q2	$20.4M	Buy	+346,645	New	+$18.9M	0.62%	65

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

Aristotle Capital Boston's EVR Position: Q1 2022 in Review

Aristotle Capital Boston sold out of Evercore (EVR) in Q1 2022, closing a stake of 221,315 shares — an estimated $30.1M sold.

Aristotle Capital Boston first reported a position in EVR in Q2 2020 and held it in 7 quarters. The position peaked at $55.2M in Q4 2020. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Aristotle Capital Boston reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Aristotle Capital Boston sold 221,315 Evercore shares in Q1 2022, an estimated $30.1M.
Aristotle Capital Boston first reported a position in Evercore in Q2 2020 and held it in 7 quarters.
Aristotle Capital Boston's Evercore position peaked at $55.2M in Q4 2020.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Aristotle Capital Boston's 13F filing for Q1 2022, filed 16 May 2022.