Maltese Capital Management’s Evercore EVR Stock Holding History

Maltese Capital Management’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 Q3	–	Sell	-5,000	Closed	-$704K	–	151
2021 Q2	$704K	Buy	+5,000	New	+$699K	0.11%	128
2020 Q4	–	Sell	-53,000	Closed	-$3.47M	–	148
2020 Q3	$3.47M	Buy	+53,000	New	+$3.22M	0.59%	63
2020 Q2	–	Sell	-20,000	Closed	-$921K	–	172
2020 Q1	$921K	Sell	20,000 -60,000	-75%	-$4.02M	0.13%	141
2019 Q4	$5.98M	Sell	80,000 -35,600	-31%	-$2.71M	0.51%	73
2019 Q3	$9.26M	Buy	115,600 +105,600	+1,056%	+$8.75M	0.79%	43
2019 Q2	$886K	Sell	10,000 -30,800	-75%	-$2.74M	0.07%	171
2019 Q1	$3.71M	Buy	+40,800	New	+$3.58M	0.28%	111
2017 Q1	–	Sell	-50,000	Closed	-$3.44M	–	184
2016 Q4	$3.44M	Sell	50,000 -30,800	-38%	-$1.89M	0.31%	100
2016 Q3	$4.16M	Buy	80,800 +8,700	+12%	+$437K	0.5%	76
2016 Q2	$3.19M	Buy	+72,100	New	+$3.59M	0.4%	86
2016 Q1	–	Sell	-90,000	Closed	-$4.87M	–	215
2015 Q4	$4.87M	Sell	90,000 -65,000	-42%	-$3.51M	0.57%	57
2015 Q3	$7.79M	Buy	+155,000	New	+$8.49M	0.87%	34
2015 Q1	–	Sell	-45,000	Closed	-$2.36M	–	211
2014 Q4	$2.36M	Buy	+45,000	New	+$2.25M	0.28%	125
2014 Q3	–	Sell	-10,000	Closed	-$576K	–	205
2014 Q2	$576K	Buy	+10,000	New	+$549K	0.08%	158

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Maltese Capital Management's EVR Position: Q3 2021 in Review

Maltese Capital Management sold out of Evercore (EVR) in Q3 2021, closing a stake of 5,000 shares — an estimated $704K sold.

Maltese Capital Management first reported a position in EVR in Q2 2014 and held it in 14 quarters. The position peaked at $9.26M in Q3 2019. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Maltese Capital Management reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Maltese Capital Management sold 5,000 Evercore shares in Q3 2021, an estimated $704K.
Maltese Capital Management first reported a position in Evercore in Q2 2014 and held it in 14 quarters.
Maltese Capital Management's Evercore position peaked at $9.26M in Q3 2019.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Maltese Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.