Gillson Capital’s Evercore EVR Stock Holding History

Gillson 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
2021 Q3	–	Sell	-48,825	Closed	-$6.87M	–	237
2021 Q2	$6.87M	Buy	48,825 +1,891	+4%	+$264K	0.64%	57
2021 Q1	$6.18M	Buy	+46,934	New	+$5.73M	0.52%	69

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Gillson Capital's EVR Position: Q3 2021 in Review

Gillson Capital sold out of Evercore (EVR) in Q3 2021, closing a stake of 48,825 shares — an estimated $6.87M sold.

Gillson Capital first reported a position in EVR in Q1 2021 and held it in 2 quarters. The position peaked at $6.87M in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Gillson Capital reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Gillson Capital sold 48,825 Evercore shares in Q3 2021, an estimated $6.87M.
Gillson Capital first reported a position in Evercore in Q1 2021 and held it in 2 quarters.
Gillson Capital's Evercore position peaked at $6.87M in Q2 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Gillson Capital's 13F filing for Q3 2021, filed 16 Nov 2021.