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IndexIQ Advisors’s Evercore EVR Stock Holding History

IndexIQ Advisors’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
-3,206
Closed -$436K – 1377
2021
Q4 		$436K Sell
3,206
-207
-6% -$30.2K 0.01% 700
2021
Q3 		$456K Buy
3,413
+342
+11% +$46.5K 0.02% 658
2021
Q2 		$432K Buy
3,071
+15
+0.5% +$2.1K 0.01% 583
2021
Q1 		$403K Buy
+3,056
New +$373K 0.01% 619
2019
Q1 		– Sell
-24,096
Closed -$1.72M – 606
2018
Q4 		$1.72M Sell
24,096
-1,973
-8% -$162K 0.05% 282
2018
Q3 		$2.62M Buy
26,069
+986
+4% +$106K 0.08% 208
2018
Q2 		$2.65M Buy
25,083
+1,289
+5% +$133K 0.08% 203
2018
Q1 		$2.08M Buy
23,794
+5,706
+32% +$537K 0.07% 196
2017
Q4 		$1.63M Buy
18,088
+6,962
+63% +$581K 0.06% 208
2017
Q3 		$893K Buy
11,126
+5,044
+83% +$379K 0.04% 302
2017
Q2 		$429K Buy
+6,082
New +$442K 0.02% 393

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

IndexIQ Advisors's EVR Position: Q1 2022 in Review

IndexIQ Advisors sold out of Evercore (EVR) in Q1 2022, closing a stake of 3,206 shares — an estimated $436K sold.

IndexIQ Advisors first reported a position in EVR in Q2 2017 and held it in 11 quarters. The position peaked at $2.65M in Q2 2018. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • IndexIQ Advisors reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 3,206 Evercore shares in Q1 2022, an estimated $436K.
  • IndexIQ Advisors first reported a position in Evercore in Q2 2017 and held it in 11 quarters.
  • IndexIQ Advisors's Evercore position peaked at $2.65M in Q2 2018.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.