Bank of Nova Scotia
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Bank of Nova Scotia’s Evercore EVR Stock Holding History

Bank of Nova Scotia’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
Q3 		– Sell
-48,100
Closed -$4.5M – 1171
2022
Q2 		$4.5M Buy
+48,100
New +$5.12M 0.01% 509
2022
Q1 		– Sell
-8,000
Closed -$1.09M – 1227
2021
Q4 		$1.09M Buy
+8,000
New +$1.17M ﹤0.01% 972
2021
Q2 		– Sell
-70,420
Closed -$9.28M – 1089
2021
Q1 		$9.28M Buy
70,420
+29,395
+72% +$3.59M 0.02% 417
2020
Q4 		$4.5M Sell
41,025
-101,003
-71% -$8.99M 0.01% 536
2020
Q3 		$9.3M Sell
142,028
-4,323
-3% -$262K 0.03% 370
2020
Q2 		$8.62M Sell
146,351
-32,329
-18% -$1.76M 0.03% 318
2020
Q1 		$8.23M Buy
178,680
+159,831
+848% +$10.7M 0.03% 341
2019
Q4 		$1.41M Sell
18,849
-8,155
-30% -$622K ﹤0.01% 720
2019
Q3 		$2.16M Buy
+27,004
New +$2.24M 0.01% 653

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Nova Scotia's EVR Position: Q3 2022 in Review

Bank of Nova Scotia sold out of Evercore (EVR) in Q3 2022, closing a stake of 48,100 shares — an estimated $4.5M sold.

Bank of Nova Scotia first reported a position in EVR in Q3 2019 and held it in 9 quarters. The position peaked at $9.3M in Q3 2020. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • Bank of Nova Scotia reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
  • Bank of Nova Scotia sold 48,100 Evercore shares in Q3 2022, an estimated $4.5M.
  • Bank of Nova Scotia first reported a position in Evercore in Q3 2019 and held it in 9 quarters.
  • Bank of Nova Scotia's Evercore position peaked at $9.3M in Q3 2020.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Bank of Nova Scotia's 13F filing for Q3 2022, filed 10 Nov 2022.