Jefferies Group’s Evercore EVR Stock Holding History

Jefferies Group’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	-5,492	Closed	-$746K	–	1637
2021 Q4	$746K	Buy	5,492 +492	+10%	+$71.7K	﹤0.01%	1080
2021 Q3	$668K	Sell	5,000 -16	-0.3%	-$2.17K	﹤0.01%	1130
2021 Q2	$706K	Buy	+5,016	New	+$701K	﹤0.01%	1082
2020 Q1	–	Sell	-10,104	Closed	-$755K	–	2212
2019 Q4	$755K	Sell	10,104 -5,849	-37%	-$446K	0.01%	1601
2019 Q3	$1.28M	Buy	+15,953	New	+$1.32M	0.01%	1357
2019 Q2	–	Sell	-10,621	Closed	-$967K	–	2622
2019 Q1	$967K	Buy	10,621 +380	+4%	+$33.4K	0.01%	1284
2018 Q4	$733K	Buy	10,241 +6,417	+168%	+$527K	0.01%	1310
2018 Q3	$385K	Sell	3,824 -10,600	-73%	-$1.14M	﹤0.01%	1744
2018 Q2	$1.52M	Buy	14,424 +12,010	+498%	+$1.24M	0.01%	1027
2018 Q1	$211K	Sell	2,414 -2,209	-48%	-$208K	﹤0.01%	1949
2017 Q4	$416K	Buy	+4,623	New	+$386K	﹤0.01%	1824
2017 Q3	–	Sell	-4,239	Closed	-$299K	–	2414
2017 Q2	$299K	Buy	+4,239	New	+$308K	﹤0.01%	1865
2015 Q3	–	Sell	-1,354	Closed	-$73K	–	2500
2015 Q2	$73K	Buy	+1,354	New	+$69.1K	﹤0.01%	2308

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