CSat Investment Advisory’s Evercore EVR Stock Holding History

CSat Investment Advisory’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 Q1	$837K	Sell	6,353 -924	-13%	-$113K	0.7%	63
2020 Q4	$798K	Sell	7,277 -3,757	-34%	-$334K	0.74%	44
2020 Q3	$723K	Buy	11,034 +1,112	+11%	+$67.5K	0.06%	141
2020 Q2	$585K	Sell	9,922 -1,798	-15%	-$97.8K	0.07%	153
2020 Q1	$540K	Buy	11,720 +4,104	+54%	+$275K	0.11%	119
2019 Q4	$570K	Buy	7,616 +7,503	+6,640%	+$572K	0.15%	136
2019 Q3	$9K	Buy	113 +24	+27%	+$1.99K	﹤0.01%	952
2019 Q2	$8K	Buy	+89	New	+$7.92K	﹤0.01%	944

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CSat Investment Advisory's EVR Position: Q1 2021 in Review

CSat Investment Advisory reduced its Evercore (EVR) stake by 13% in Q1 2021, selling an estimated $113K and leaving 6,353 shares worth $837K. The position accounts for 0.7% of the portfolio, ranked #63.

CSat Investment Advisory first reported a position in EVR in Q2 2019 and has held it in 8 quarters since. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

CSat Investment Advisory held 6,353 shares of Evercore worth $837K as of Q1 2021.
CSat Investment Advisory sold 924 Evercore shares in Q1 2021, an estimated $113K.
Evercore made up 0.7% of CSat Investment Advisory's portfolio in Q1 2021, its #63 holding.
CSat Investment Advisory first reported a position in Evercore in Q2 2019 and has held it in 8 quarters since.
410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.