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LS Investment Advisors’s Evercore EVR Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-1,722
Closed -$227K – 344
2021
Q1 		$227K Sell
1,722
-298
-15% -$36.4K 0.01% 707
2020
Q4 		$221K Buy
+2,020
New +$180K 0.01% 780
2020
Q3 		– Sell
-2,020
Closed -$119K – 1006
2020
Q2 		$119K Hold
2,020
– – 0.01% 931
2020
Q1 		$93K Hold
2,020
– – 0.01% 920
2019
Q4 		$151K Sell
2,020
-55
-3% -$4.19K 0.01% 929
2019
Q3 		$166K Buy
2,075
+41
+2% +$3.4K 0.01% 851
2019
Q2 		$180K Sell
2,034
-143
-7% -$12.7K 0.01% 824
2019
Q1 		$198K Sell
2,177
-30
-1% -$2.63K 0.01% 802
2018
Q4 		$158K Sell
2,207
-1,096
-33% -$90K 0.01% 844
2018
Q3 		$332K Sell
3,303
-366
-10% -$39.4K 0.02% 650
2018
Q2 		$387K Sell
3,669
-29
-0.8% -$2.99K 0.02% 602
2018
Q1 		$322K Buy
3,698
+1,210
+49% +$114K 0.02% 657
2017
Q4 		$224K Buy
2,488
+64
+3% +$5.34K 0.01% 837
2017
Q3 		$195K Buy
2,424
+161
+7% +$12.1K 0.01% 934
2017
Q2 		$160K Buy
2,263
+102
+5% +$7.42K 0.01% 978
2017
Q1 		$168K Buy
2,161
+685
+46% +$53.2K 0.01% 918
2016
Q4 		$101K Buy
1,476
+53
+4% +$3.26K 0.01% 1035
2016
Q3 		$73K Hold
1,423
– – 0.01% 1098
2016
Q2 		$63K Buy
1,423
+73
+5% +$3.63K ﹤0.01% 1127
2016
Q1 		$70K Buy
1,350
+37
+3% +$1.77K 0.01% 1015
2015
Q4 		$71K Buy
1,313
+135
+11% +$7.29K 0.01% 999
2015
Q3 		$59K Hold
1,178
– – ﹤0.01% 1065
2015
Q2 		$64K Buy
+1,178
New +$60.1K ﹤0.01% 1065

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LS Investment Advisors's EVR Position: Q2 2021 in Review

LS Investment Advisors sold out of Evercore (EVR) in Q2 2021, closing a stake of 1,722 shares — an estimated $227K sold.

LS Investment Advisors first reported a position in EVR in Q2 2015 and held it in 23 quarters. The position peaked at $387K in Q2 2018. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

  • LS Investment Advisors reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 1,722 Evercore shares in Q2 2021, an estimated $227K.
  • LS Investment Advisors first reported a position in Evercore in Q2 2015 and held it in 23 quarters.
  • LS Investment Advisors's Evercore position peaked at $387K in Q2 2018.
  • 428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.