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Full18 Capital’s Evercore EVR Stock Holding History

Full18 Capital’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
2022
Q1 		$4.36M Sell
34,941
-5,683
-14% -$699K 1.01% 31
2021
Q4 		$6.17M Sell
40,624
-13,963
-26% -$2.04M 2.61% 6
2021
Q3 		$7.3M Sell
54,587
-14,401
-21% -$1.96M 2.94% 3
2021
Q2 		$9.71M Buy
+68,988
New +$9.64M 4.04% 2

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Full18 Capital's EVR Position: Q1 2022 in Review

Full18 Capital reduced its Evercore (EVR) stake by 14% in Q1 2022, selling an estimated $699K and leaving 34,941 shares worth $4.36M. The position accounts for 1.01% of the portfolio, ranked #31.

Full18 Capital first reported a position in EVR in Q2 2021 and has held it in 4 quarters since. The position peaked at $9.71M in Q2 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Full18 Capital held 34,941 shares of Evercore worth $4.36M as of Q1 2022.
  • Full18 Capital sold 5,683 Evercore shares in Q1 2022, an estimated $699K.
  • Evercore made up 1.01% of Full18 Capital's portfolio in Q1 2022, its #31 holding.
  • Full18 Capital first reported a position in Evercore in Q2 2021 and has held it in 4 quarters since.
  • Full18 Capital's Evercore position peaked at $9.71M in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Full18 Capital's 13F filing for Q1 2022, filed 29 Apr 2022.