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Caldwell Investment Management’s Evercore EVR Stock Holding History

Caldwell Investment Management’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
-9,850
Closed -$1.34M – 35
2021
Q4 		$1.34M Buy
+9,850
New +$1.44M 1.05% 24

Other funds holding EVR

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caldwell Investment Management's EVR Position: Q1 2022 in Review

Caldwell Investment Management sold out of Evercore (EVR) in Q1 2022, closing a stake of 9,850 shares — an estimated $1.34M sold.

Caldwell Investment Management first reported a position in EVR in Q4 2021 and held it in 1 quarter. The position peaked at $1.34M in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Caldwell Investment Management reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Caldwell Investment Management sold 9,850 Evercore shares in Q1 2022, an estimated $1.34M.
  • Caldwell Investment Management first reported a position in Evercore in Q4 2021 and held it in 1 quarter.
  • Caldwell Investment Management's Evercore position peaked at $1.34M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Caldwell Investment Management's 13F filing for Q1 2022, filed 29 Apr 2022.