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Mackay Shields LLC’s Evercore EVR Stock Holding History

Mackay Shields LLC’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
-64,756
Closed -$8.53M – 901
2021
Q1 		$8.53M Sell
64,756
-1,743
-3% -$213K 0.06% 318
2020
Q4 		$7.29M Buy
66,499
+8,499
+15% +$756K 0.05% 389
2020
Q3 		$3.8M Sell
58,000
-34,932
-38% -$2.12M 0.03% 515
2020
Q2 		$5.47M Sell
92,932
-163,565
-64% -$8.9M 0.04% 407
2020
Q1 		$11.8M Buy
256,497
+125,848
+96% +$8.43M 0.11% 213
2019
Q4 		$9.77M Buy
130,649
+59,300
+83% +$4.52M 0.07% 327
2019
Q3 		$5.71M Sell
71,349
-21,625
-23% -$1.79M 0.03% 461
2019
Q2 		$8.23M Sell
92,974
-40,808
-31% -$3.63M 0.06% 390
2019
Q1 		$12.2M Sell
133,782
-39,727
-23% -$3.49M 0.09% 280
2018
Q4 		$12.4M Sell
173,509
-132,355
-43% -$10.9M 0.1% 253
2018
Q3 		$30.8M Buy
305,864
+88,714
+41% +$9.56M 0.23% 112
2018
Q2 		$22.9M Buy
217,150
+213,970
+6,729% +$22.1M 0.16% 166
2018
Q1 		$277K Buy
+3,180
New +$300K ﹤0.01% 1188

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mackay Shields LLC's EVR Position: Q2 2021 in Review

Mackay Shields LLC sold out of Evercore (EVR) in Q2 2021, closing a stake of 64,756 shares — an estimated $8.53M sold.

Mackay Shields LLC first reported a position in EVR in Q1 2018 and held it in 13 quarters. The position peaked at $30.8M in Q3 2018. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

  • Mackay Shields LLC reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 64,756 Evercore shares in Q2 2021, an estimated $8.53M.
  • Mackay Shields LLC first reported a position in Evercore in Q1 2018 and held it in 13 quarters.
  • Mackay Shields LLC's Evercore position peaked at $30.8M in Q3 2018.
  • 428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.