D'Orazio & Associates’s Evercore EVR Stock Holding History

D'Orazio & Associates’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	-10	Closed	-$1K	–	295
2021 Q3	$1K	Buy	+10	New	+$1.36K	﹤0.01%	723

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D'Orazio & Associates's EVR Position: Q4 2021 in Review

D'Orazio & Associates sold out of Evercore (EVR) in Q4 2021, closing a stake of 10 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in EVR in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

D'Orazio & Associates reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 10 Evercore shares in Q4 2021, an estimated $1K.
D'Orazio & Associates first reported a position in Evercore in Q3 2021 and held it in 1 quarter.
D'Orazio & Associates's Evercore position peaked at $1K in Q3 2021.
439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.