Bank Julius Baer & Co
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Bank Julius Baer & Co’s Evercore EVR Stock Holding History

Bank Julius Baer & Co’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
-9,613
Closed -$1.31M – 645
2021
Q4 		$1.31M Hold
9,613
– – 0.01% 317
2021
Q3 		$1.28M Buy
9,613
+5,834
+154% +$793K 0.01% 301
2021
Q2 		$532K Sell
3,779
-255
-6% -$35.6K ﹤0.01% 444
2021
Q1 		$531K Buy
4,034
+30
+0.7% +$3.66K ﹤0.01% 436
2020
Q4 		$439K Buy
+4,004
New +$356K ﹤0.01% 471

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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Julius Baer & Co's EVR Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Evercore (EVR) in Q1 2022, closing a stake of 9,613 shares — an estimated $1.31M sold.

Bank Julius Baer & Co first reported a position in EVR in Q4 2020 and held it in 5 quarters. The position peaked at $1.31M in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 9,613 Evercore shares in Q1 2022, an estimated $1.31M.
  • Bank Julius Baer & Co first reported a position in Evercore in Q4 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's Evercore position peaked at $1.31M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.