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Krane Funds Advisors’s Evercore EVR Stock Holding History

Krane Funds 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
-2,671
Closed -$363K – 328
2021
Q4 		$363K Sell
2,671
-387
-13% -$56.4K 0.01% 263
2021
Q3 		$409K Sell
3,058
-753
-20% -$102K 0.01% 194
2021
Q2 		$536K Buy
3,811
+259
+7% +$36.2K 0.02% 193
2021
Q1 		$468K Sell
3,552
-162
-4% -$19.8K 0.02% 163
2020
Q4 		$407K Sell
3,714
-2,404
-39% -$214K 0.02% 134
2020
Q3 		$400K Buy
+6,118
New +$371K 0.02% 117

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

Krane Funds Advisors's EVR Position: Q1 2022 in Review

Krane Funds Advisors sold out of Evercore (EVR) in Q1 2022, closing a stake of 2,671 shares — an estimated $363K sold.

Krane Funds Advisors first reported a position in EVR in Q3 2020 and held it in 6 quarters. The position peaked at $536K in Q2 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Krane Funds Advisors reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Krane Funds Advisors sold 2,671 Evercore shares in Q1 2022, an estimated $363K.
  • Krane Funds Advisors first reported a position in Evercore in Q3 2020 and held it in 6 quarters.
  • Krane Funds Advisors's Evercore position peaked at $536K in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Krane Funds Advisors's 13F filing for Q1 2022, filed 11 May 2022.