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D.A. Davidson & Co’s Evercore EVR Stock Holding History

D.A. Davidson & Co’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
Q4 		– Sell
-2,006
Closed -$268K – 1281
2021
Q3 		$268K Buy
2,006
+29
+1% +$3.94K ﹤0.01% 1055
2021
Q2 		$278K Sell
1,977
-12
-0.6% -$1.68K ﹤0.01% 1021
2021
Q1 		$262K Sell
1,989
-5,535
-74% -$676K ﹤0.01% 1002
2020
Q4 		$825K Sell
7,524
-400
-5% -$35.6K 0.01% 556
2020
Q3 		$519K Buy
+7,924
New +$481K 0.01% 602
2017
Q1 		– Sell
-802
Closed -$55K – 2373
2016
Q4 		$55K Sell
802
-17
-2% -$1.04K ﹤0.01% 1557
2016
Q3 		$42K Hold
819
– – ﹤0.01% 1594
2016
Q2 		$36K Sell
819
-40
-5% -$1.99K ﹤0.01% 1535
2016
Q1 		$44K Buy
859
+4
+0.5% +$191 ﹤0.01% 1434
2015
Q4 		$46K Sell
855
-104
-11% -$5.62K ﹤0.01% 1423
2015
Q3 		$48K Hold
959
– – ﹤0.01% 1385
2015
Q2 		$51K Sell
959
-189
-16% -$9.64K ﹤0.01% 1426
2015
Q1 		$59K Sell
1,148
-291
-20% -$14.8K ﹤0.01% 1371
2014
Q4 		$75K Sell
1,439
-13
-0.9% -$651 ﹤0.01% 1265
2014
Q3 		$68K Sell
1,452
-345
-19% -$17.9K ﹤0.01% 1284
2014
Q2 		$103K Sell
1,797
-105
-6% -$5.76K ﹤0.01% 1126
2014
Q1 		$105K Sell
1,902
-294
-13% -$16.8K ﹤0.01% 1118
2013
Q4 		$131K Sell
2,196
-283
-11% -$15.1K ﹤0.01% 978
2013
Q3 		$122K Sell
2,479
-1,123
-31% -$51.7K 0.01% 838
2013
Q2 		$141K Buy
+3,602
New +$140K 0.01% 766

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.A. Davidson & Co's EVR Position: Q4 2021 in Review

D.A. Davidson & Co sold out of Evercore (EVR) in Q4 2021, closing a stake of 2,006 shares — an estimated $268K sold.

D.A. Davidson & Co first reported a position in EVR in Q2 2013 and held it in 20 quarters. The position peaked at $825K in Q4 2020. 437 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

  • D.A. Davidson & Co reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
  • D.A. Davidson & Co sold 2,006 Evercore shares in Q4 2021, an estimated $268K.
  • D.A. Davidson & Co first reported a position in Evercore in Q2 2013 and held it in 20 quarters.
  • D.A. Davidson & Co's Evercore position peaked at $825K in Q4 2020.
  • 437 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on D.A. Davidson & Co's 13F filing for Q4 2021, filed 31 Jan 2022.