Kowal Investment Group’s Evercore EVR Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-40	Closed	-$5K	–	377
2021 Q3	$5K	Buy	+40	New	+$5.44K	﹤0.01%	638

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kowal Investment Group's EVR Position: Q4 2021 in Review

Kowal Investment Group sold out of Evercore (EVR) in Q4 2021, closing a stake of 40 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in EVR in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

Kowal Investment Group reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 40 Evercore shares in Q4 2021, an estimated $5K.
Kowal Investment Group first reported a position in Evercore in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Evercore position peaked at $5K in Q3 2021.
439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.