Diversified Trust’s Evercore EVR Stock Holding History

Diversified Trust’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 Q2	–	Sell	-1,656	Closed	-$218K	–	823
2021 Q1	$218K	Sell	1,656 -307	-16%	-$37.5K	0.01%	664
2020 Q4	$215K	Buy	+1,963	New	+$175K	0.01%	633

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diversified Trust's EVR Position: Q2 2021 in Review

Diversified Trust sold out of Evercore (EVR) in Q2 2021, closing a stake of 1,656 shares — an estimated $218K sold.

Diversified Trust first reported a position in EVR in Q4 2020 and held it in 2 quarters. The position peaked at $218K in Q1 2021. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

Diversified Trust reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
Diversified Trust sold 1,656 Evercore shares in Q2 2021, an estimated $218K.
Diversified Trust first reported a position in Evercore in Q4 2020 and held it in 2 quarters.
Diversified Trust's Evercore position peaked at $218K in Q1 2021.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Diversified Trust's 13F filing for Q2 2021, filed 20 Jul 2021.