Hanseatic Management Services’s Evercore EVR Stock Holding History

Hanseatic Management Services’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	–	Sell	-156	Closed	-$21K	–	158
2021 Q4	$21K	Hold	156	–	–	0.03%	99
2021 Q3	$21K	Hold	156	–	–	0.04%	97
2021 Q2	$22K	Buy	156 +1	+0.6%	+$140	0.04%	87
2021 Q1	$20K	Buy	+155	New	+$18.9K	0.04%	89
2018 Q4	–	Sell	-19	Closed	-$2K	–	284
2018 Q3	$2K	Hold	19	–	–	﹤0.01%	312
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	309
2018 Q1	$2K	Hold	19	–	–	﹤0.01%	334
2017 Q4	$2K	Sell	19 -10	-34%	-$834	﹤0.01%	323
2017 Q3	$2K	Hold	29	–	–	﹤0.01%	329
2017 Q2	$2K	Hold	29	–	–	﹤0.01%	320
2017 Q1	$2K	Buy	+29	New	+$2.25K	﹤0.01%	313

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hanseatic Management Services's EVR Position: Q1 2022 in Review

Hanseatic Management Services sold out of Evercore (EVR) in Q1 2022, closing a stake of 156 shares — an estimated $21K sold.

Hanseatic Management Services first reported a position in EVR in Q1 2017 and held it in 11 quarters. The position peaked at $22K in Q2 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Hanseatic Management Services reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Hanseatic Management Services sold 156 Evercore shares in Q1 2022, an estimated $21K.
Hanseatic Management Services first reported a position in Evercore in Q1 2017 and held it in 11 quarters.
Hanseatic Management Services's Evercore position peaked at $22K in Q2 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Hanseatic Management Services's 13F filing for Q1 2022, filed 29 Apr 2022.