Magnus Financial Group’s Evercore EVR Stock Holding History

Magnus Financial 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 Q1	–	Sell	-2,138	Closed	-$234K	–	272
2020 Q4	$234K	Buy	+2,138	New	+$190K	0.02%	261

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

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

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Magnus Financial Group's EVR Position: Q1 2021 in Review

Magnus Financial Group sold out of Evercore (EVR) in Q1 2021, closing a stake of 2,138 shares — an estimated $234K sold.

Magnus Financial Group first reported a position in EVR in Q4 2020 and held it in 1 quarter. The position peaked at $234K in Q4 2020. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

Magnus Financial Group reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
Magnus Financial Group sold 2,138 Evercore shares in Q1 2021, an estimated $234K.
Magnus Financial Group first reported a position in Evercore in Q4 2020 and held it in 1 quarter.
Magnus Financial Group's Evercore position peaked at $234K in Q4 2020.
410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.