CIBC World Markets’s Evercore EVR Stock Holding History

CIBC World Markets’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	–	Sell	-4,512	Closed	-$594K	–	718
2021 Q1	$594K	Buy	+4,512	New	+$551K	﹤0.01%	759
2020 Q1	–	Sell	-5,500	Closed	-$411K	–	627
2019 Q4	$411K	Buy	+5,500	New	+$419K	﹤0.01%	746

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIBC World Markets's EVR Position: Q2 2021 in Review

CIBC World Markets sold out of Evercore (EVR) in Q2 2021, closing a stake of 4,512 shares — an estimated $594K sold.

CIBC World Markets first reported a position in EVR in Q4 2019 and held it in 2 quarters. The position peaked at $594K in Q1 2021. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

CIBC World Markets reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
CIBC World Markets sold 4,512 Evercore shares in Q2 2021, an estimated $594K.
CIBC World Markets first reported a position in Evercore in Q4 2019 and held it in 2 quarters.
CIBC World Markets's Evercore position peaked at $594K in Q1 2021.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on CIBC World Markets's 13F filing for Q2 2021, filed 10 Aug 2021.