Cipher Capital’s Evercore EVR Stock Holding History

Cipher Capital’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
2023 Q2	–	Sell	-4,724	Closed	-$545K	–	570
2023 Q1	$545K	Buy	+4,724	New	+$587K	0.1%	299
2021 Q2	–	Sell	-18,198	Closed	-$2.4M	–	387
2021 Q1	$2.4M	Buy	18,198 +13,175	+262%	+$1.61M	0.28%	119
2020 Q4	$551K	Buy	+5,023	New	+$447K	0.07%	316
2019 Q2	–	Sell	-55,055	Closed	-$5.01M	–	549
2019 Q1	$5.01M	Buy	+55,055	New	+$4.83M	0.4%	79
2018 Q2	–	Sell	-3,110	Closed	-$271K	–	522
2018 Q1	$271K	Buy	+3,110	New	+$293K	0.03%	489

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cipher Capital's EVR Position: Q2 2023 in Review

Cipher Capital sold out of Evercore (EVR) in Q2 2023, closing a stake of 4,724 shares — an estimated $545K sold.

Cipher Capital first reported a position in EVR in Q1 2018 and held it in 5 quarters. The position peaked at $5.01M in Q1 2019. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

Cipher Capital reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
Cipher Capital sold 4,724 Evercore shares in Q2 2023, an estimated $545K.
Cipher Capital first reported a position in Evercore in Q1 2018 and held it in 5 quarters.
Cipher Capital's Evercore position peaked at $5.01M in Q1 2019.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Cipher Capital's 13F filing for Q2 2023, filed 14 Aug 2023.