Duality Advisers’s Evercore EVR Stock Holding History

Duality Advisers’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
2023 Q2	–	Sell	-1,884	Closed	-$217K	–	569
2023 Q1	$217K	Sell	1,884 -590	-24%	-$73.3K	0.02%	507
2022 Q4	$270K	Sell	2,474 -21,407	-90%	-$2.23M	0.03%	531
2022 Q3	$1.96M	Buy	23,881 +2,917	+14%	+$276K	0.21%	184
2022 Q2	$1.96M	Buy	+20,964	New	+$2.23M	0.19%	197
2022 Q1	–	Sell	-33,020	Closed	-$4.49M	–	691
2021 Q4	$4.49M	Buy	+33,020	New	+$4.81M	0.49%	46
2021 Q3	–	Sell	-21,888	Closed	-$3.08M	–	593
2021 Q2	$3.08M	Buy	+21,888	New	+$3.06M	0.27%	119
2020 Q4	–	Sell	-7,940	Closed	-$520K	–	604
2020 Q3	$520K	Sell	7,940 -3,843	-33%	-$233K	0.03%	464
2020 Q2	$694K	Buy	+11,783	New	+$641K	0.06%	283

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Duality Advisers's EVR Position: Q2 2023 in Review

Duality Advisers sold out of Evercore (EVR) in Q2 2023, closing a stake of 1,884 shares — an estimated $217K sold.

Duality Advisers first reported a position in EVR in Q2 2020 and held it in 8 quarters. The position peaked at $4.49M in Q4 2021. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

Duality Advisers reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
Duality Advisers sold 1,884 Evercore shares in Q2 2023, an estimated $217K.
Duality Advisers first reported a position in Evercore in Q2 2020 and held it in 8 quarters.
Duality Advisers's Evercore position peaked at $4.49M in Q4 2021.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Duality Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.