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

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

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