Bedel Financial Consulting’s Evercore EVR Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-29	Closed	-$1K	–	831
2020 Q1	$1K	Buy	+29	New	+$1.94K	﹤0.01%	734

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Bedel Financial Consulting's EVR Position: Q2 2020 in Review

Bedel Financial Consulting sold out of Evercore (EVR) in Q2 2020, closing a stake of 29 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in EVR in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

Bedel Financial Consulting reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
Bedel Financial Consulting sold 29 Evercore shares in Q2 2020, an estimated $1K.
Bedel Financial Consulting first reported a position in Evercore in Q1 2020 and held it in 1 quarter.
Bedel Financial Consulting's Evercore position peaked at $1K in Q1 2020.
303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.