Castleview Partners’s Evercore EVR Stock Holding History

Castleview Partners’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 Q2	$25K	Buy	+179	New	+$25K	0.01%	521

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Castleview Partners's EVR Position: Q2 2021 in Review

Castleview Partners opened a new position in Evercore (EVR) in Q2 2021: 179 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings.

428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

Castleview Partners held 179 shares of Evercore worth $25K as of Q2 2021.
Evercore was a new Castleview Partners position in Q2 2021.
Evercore made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #521 holding.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.