Bivin & Associates’s Evercore EVR Stock Holding History

Bivin & Associates’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	-5	Closed	-$1K	–	372
2021 Q4	$1K	Buy	+5	New	+$729	﹤0.01%	303

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bivin & Associates's EVR Position: Q1 2022 in Review

Bivin & Associates sold out of Evercore (EVR) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Bivin & Associates first reported a position in EVR in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Bivin & Associates reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Bivin & Associates sold 5 Evercore shares in Q1 2022, an estimated $1K.
Bivin & Associates first reported a position in Evercore in Q4 2021 and held it in 1 quarter.
Bivin & Associates's Evercore position peaked at $1K in Q4 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.