Fortem Financial Group’s Evercore EVR Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-624	Closed	-$68K	–	249
2020 Q4	$68K	Buy	+624	New	+$55.5K	0.04%	214
2019 Q2	–	Sell	-2,288	Closed	-$208K	–	150
2019 Q1	$208K	Buy	+2,288	New	+$201K	0.22%	112

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

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fortem Financial Group's EVR Position: Q1 2021 in Review

Fortem Financial Group sold out of Evercore (EVR) in Q1 2021, closing a stake of 624 shares — an estimated $68K sold.

Fortem Financial Group first reported a position in EVR in Q1 2019 and held it in 2 quarters. The position peaked at $208K in Q1 2019. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

Fortem Financial Group reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 624 Evercore shares in Q1 2021, an estimated $68K.
Fortem Financial Group first reported a position in Evercore in Q1 2019 and held it in 2 quarters.
Fortem Financial Group's Evercore position peaked at $208K in Q1 2019.
410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.