Berman Capital Advisors’s Evercore EVR Stock Holding History

Berman Capital Advisors’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	$25K	Buy	191 +1	+0.5%	+$136	﹤0.01%	904
2021 Q2	$26K	Buy	190 +14	+8%	+$1.96K	﹤0.01%	804
2021 Q1	$23K	Hold	176	–	–	﹤0.01%	731
2020 Q4	$19K	Hold	176	–	–	﹤0.01%	683
2020 Q3	$11K	Buy	176 +108	+159%	+$6.55K	﹤0.01%	759
2020 Q2	$4K	Buy	68 +5	+8%	+$272	﹤0.01%	1043
2020 Q1	$2K	Buy	63 +47	+294%	+$3.15K	﹤0.01%	1120
2019 Q4	$1K	Hold	16	–	–	﹤0.01%	1319
2019 Q3	$1K	Sell	16 -10	-38%	-$829	﹤0.01%	1312
2019 Q2	$2K	Buy	26 +10	+63%	+$890	﹤0.01%	1181
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	1202
2018 Q4	$1K	Buy	+16	New	+$1.31K	﹤0.01%	988

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

Berman Capital Advisors's EVR Position: Q3 2021 in Review

Berman Capital Advisors increased its Evercore (EVR) stake by 0.53% in Q3 2021, buying an estimated $136 and bringing the position to 191 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Berman Capital Advisors first reported a position in EVR in Q4 2018 and has held it in 12 quarters since. The position peaked at $26K in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Berman Capital Advisors held 191 shares of Evercore worth $25K as of Q3 2021.
Berman Capital Advisors bought 1 Evercore share in Q3 2021, an estimated $136.
Evercore made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #904 holding.
Berman Capital Advisors first reported a position in Evercore in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Evercore position peaked at $26K in Q2 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.