Connor, Clark & Lunn Investment Management (CC&L)’s Evercore EVR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q3	–	Sell	-12,661	Closed	-$1.78M	–	1103
2021 Q2	$1.78M	Buy	12,661 +4,816	+61%	+$673K	0.01%	567
2021 Q1	$1.03M	Buy	+7,845	New	+$958K	0.01%	685
2020 Q2	–	Sell	-22,732	Closed	-$1.05M	–	1059
2020 Q1	$1.05M	Buy	+22,732	New	+$1.52M	0.01%	553
2019 Q4	–	Sell	-8,050	Closed	-$645K	–	976
2019 Q3	$645K	Buy	+8,050	New	+$667K	﹤0.01%	622
2018 Q3	–	Sell	-4,400	Closed	-$464K	–	984
2018 Q2	$464K	Buy	4,400 +1,050	+31%	+$108K	﹤0.01%	784
2018 Q1	$292K	Buy	+3,350	New	+$316K	﹤0.01%	622
2017 Q4	–	Sell	-2,900	Closed	-$233K	–	803
2017 Q3	$233K	Sell	2,900 -3,650	-56%	-$274K	﹤0.01%	736
2017 Q2	$462K	Buy	+6,550	New	+$476K	﹤0.01%	614

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 $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Connor, Clark & Lunn Investment Management (CC&L)'s EVR Position: Q3 2021 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Evercore (EVR) in Q3 2021, closing a stake of 12,661 shares — an estimated $1.78M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in EVR in Q2 2017 and held it in 8 quarters. The position peaked at $1.78M in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 12,661 Evercore shares in Q3 2021, an estimated $1.78M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Evercore in Q2 2017 and held it in 8 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Evercore position peaked at $1.78M in Q2 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2021, filed 12 Nov 2021.