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Freedom Investment Management’s Evercore EVR Stock Holding History

Freedom Investment 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
Q2 		– Sell
-1,594
Closed -$210K – 886
2021
Q1 		$210K Sell
1,594
-484
-23% -$59.1K 0.02% 780
2020
Q4 		$228K Buy
+2,078
New +$185K 0.03% 542
2018
Q4 		– Sell
-4,881
Closed -$509K – 802
2018
Q3 		$509K Buy
4,881
+300
+7% +$32.3K 0.03% 507
2018
Q2 		$483K Sell
4,581
-435
-9% -$44.9K 0.03% 570
2018
Q1 		$437K Hold
5,016
– – 0.02% 688
2017
Q4 		$451K Buy
5,016
+668
+15% +$55.7K 0.02% 679
2017
Q3 		$349K Buy
+4,348
New +$327K 0.02% 767

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Investment Management's EVR Position: Q2 2021 in Review

Freedom Investment Management sold out of Evercore (EVR) in Q2 2021, closing a stake of 1,594 shares — an estimated $210K sold.

Freedom Investment Management first reported a position in EVR in Q3 2017 and held it in 7 quarters. The position peaked at $509K in Q3 2018. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

  • Freedom Investment Management reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
  • Freedom Investment Management sold 1,594 Evercore shares in Q2 2021, an estimated $210K.
  • Freedom Investment Management first reported a position in Evercore in Q3 2017 and held it in 7 quarters.
  • Freedom Investment Management's Evercore position peaked at $509K in Q3 2018.
  • 428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Freedom Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.