JG
EVR icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Group's EVR Position: Q1 2022 in Review

Jefferies Group sold out of Evercore (EVR) in Q1 2022, closing a stake of 5,492 shares — an estimated $746K sold.

Jefferies Group first reported a position in EVR in Q2 2015 and held it in 13 quarters. The position peaked at $1.52M in Q2 2018. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Jefferies Group reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Jefferies Group sold 5,492 Evercore shares in Q1 2022, an estimated $746K.
  • Jefferies Group first reported a position in Evercore in Q2 2015 and held it in 13 quarters.
  • Jefferies Group's Evercore position peaked at $1.52M in Q2 2018.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.