CIM LLC’s Evercore EVR Stock Holding History

CIM LLC’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	-7,419	Closed	-$878K	–	156
2021 Q4	$878K	Sell	7,419 -1,129	-13%	-$165K	0.16%	87
2021 Q3	$1.29M	Buy	8,548 +285	+3%	+$38.7K	0.2%	86
2021 Q2	$1.09M	Buy	+8,263	New	+$1.16M	0.18%	88

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

CIM LLC's EVR Position: Q1 2022 in Review

CIM LLC sold out of Evercore (EVR) in Q1 2022, closing a stake of 7,419 shares — an estimated $878K sold.

CIM LLC first reported a position in EVR in Q2 2021 and held it in 3 quarters. The position peaked at $1.29M in Q3 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

CIM LLC reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
CIM LLC sold 7,419 Evercore shares in Q1 2022, an estimated $878K.
CIM LLC first reported a position in Evercore in Q2 2021 and held it in 3 quarters.
CIM LLC's Evercore position peaked at $1.29M in Q3 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on CIM LLC's 13F filing for Q1 2022, filed 12 Apr 2022.