Athanor Capital’s Evercore EVR Stock Holding History

Athanor Capital’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	-15,341	Closed	-$1M	–	729
2020 Q3	$1M	Buy	15,341 +10,981	+252%	+$666K	0.04%	236
2020 Q2	$257K	Buy	+4,360	New	+$237K	0.01%	444

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

Athanor Capital's EVR Position: Q4 2020 in Review

Athanor Capital sold out of Evercore (EVR) in Q4 2020, closing a stake of 15,341 shares — an estimated $1M sold.

Athanor Capital first reported a position in EVR in Q2 2020 and held it in 2 quarters. The position peaked at $1M in Q3 2020. 351 funds tracked by Wall St. Rank hold EVR as of Q4 2020.

Athanor Capital reported no remaining Evercore position as of Q4 2020 after selling out during the quarter.
Athanor Capital sold 15,341 Evercore shares in Q4 2020, an estimated $1M.
Athanor Capital first reported a position in Evercore in Q2 2020 and held it in 2 quarters.
Athanor Capital's Evercore position peaked at $1M in Q3 2020.
351 funds tracked by Wall St. Rank held Evercore as of Q4 2020.

Based on Athanor Capital's 13F filing for Q4 2020, filed 16 Feb 2021.