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Covenant Partners’s Evercore EVR Stock Holding History

Covenant 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
2022
Q1 		– Sell
-1,652
Closed -$224K – 201
2021
Q4 		$224K Hold
1,652
– – 0.08% 181
2021
Q3 		$221K Sell
1,652
-12
-0.7% -$1.63K 0.09% 177
2021
Q2 		$234K Sell
1,664
-7
-0.4% -$978 0.09% 184
2021
Q1 		$220K Buy
+1,671
New +$204K 0.09% 186

Other funds holding EVR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covenant Partners's EVR Position: Q1 2022 in Review

Covenant Partners sold out of Evercore (EVR) in Q1 2022, closing a stake of 1,652 shares — an estimated $224K sold.

Covenant Partners first reported a position in EVR in Q1 2021 and held it in 4 quarters. The position peaked at $234K in Q2 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Covenant Partners reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Covenant Partners sold 1,652 Evercore shares in Q1 2022, an estimated $224K.
  • Covenant Partners first reported a position in Evercore in Q1 2021 and held it in 4 quarters.
  • Covenant Partners's Evercore position peaked at $234K in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Covenant Partners's 13F filing for Q1 2022, filed 16 May 2022.