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Eubel Brady & Suttman Asset Management’s Evercore EVR Stock Holding History

Eubel Brady & Suttman Asset Management’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
Q3 		– Sell
-50
Closed -$7K – 157
2021
Q2 		$7K Buy
+50
New +$6.99K ﹤0.01% 540

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's EVR Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of Evercore (EVR) in Q3 2021, closing a stake of 50 shares — an estimated $7K sold.

Eubel Brady & Suttman Asset Management first reported a position in EVR in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 50 Evercore shares in Q3 2021, an estimated $7K.
  • Eubel Brady & Suttman Asset Management first reported a position in Evercore in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's Evercore position peaked at $7K in Q2 2021.
  • 424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.