BBVA USA’s Evercore EVR Stock Holding History

BBVA USA’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
2021 Q3	$136K	Sell	1,021 -129	-11%	-$17.5K	0.01%	502
2021 Q2	$162K	Buy	+1,150	New	+$161K	0.01%	491

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

Goldman Sachs New York $871B AUM 31.28% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

BBVA USA's EVR Position: Q3 2021 in Review

BBVA USA reduced its Evercore (EVR) stake by 11% in Q3 2021, selling an estimated $17.5K and leaving 1,021 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #502.

BBVA USA first reported a position in EVR in Q2 2021 and has held it in 2 quarters since. The position peaked at $162K in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

BBVA USA held 1,021 shares of Evercore worth $136K as of Q3 2021.
BBVA USA sold 129 Evercore shares in Q3 2021, an estimated $17.5K.
Evercore made up 0.01% of BBVA USA's portfolio in Q3 2021, its #502 holding.
BBVA USA first reported a position in Evercore in Q2 2021 and has held it in 2 quarters since.
BBVA USA's Evercore position peaked at $162K in Q2 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on BBVA USA's 13F filing for Q3 2021, filed 4 Nov 2021.