Intersect Capital’s Evercore EVR Stock Holding History

Intersect 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 Q2	–	Sell	-2,391	Closed	-$266K	–	373
2022 Q1	$266K	Buy	+2,391	New	+$294K	0.05%	344

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

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

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

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

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

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

Intersect Capital's EVR Position: Q2 2022 in Review

Intersect Capital sold out of Evercore (EVR) in Q2 2022, closing a stake of 2,391 shares — an estimated $266K sold.

Intersect Capital first reported a position in EVR in Q1 2022 and held it in 1 quarter. The position peaked at $266K in Q1 2022. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

Intersect Capital reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 2,391 Evercore shares in Q2 2022, an estimated $266K.
Intersect Capital first reported a position in Evercore in Q1 2022 and held it in 1 quarter.
Intersect Capital's Evercore position peaked at $266K in Q1 2022.
381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.