Marshall Wace Asia’s Evercore EVR Stock Holding History

Marshall Wace Asia’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	$25.9M	Buy	193,627 +102,560	+113%	+$13.9M	0.61%	49
2021 Q2	$12.8M	Buy	+91,067	New	+$12.7M	0.27%	79

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall Wace Asia's EVR Position: Q3 2021 in Review

Marshall Wace Asia increased its Evercore (EVR) stake by 113% in Q3 2021, buying an estimated $13.9M and bringing the position to 193,627 shares worth $25.9M. The position accounts for 0.61% of the portfolio, ranked #49.

Marshall Wace Asia first reported a position in EVR in Q2 2021 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Marshall Wace Asia held 193,627 shares of Evercore worth $25.9M as of Q3 2021.
Marshall Wace Asia bought 102,560 Evercore shares in Q3 2021, an estimated $13.9M.
Evercore made up 0.61% of Marshall Wace Asia's portfolio in Q3 2021, its #49 holding.
Marshall Wace Asia first reported a position in Evercore in Q2 2021 and has held it in 2 quarters since.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Marshall Wace Asia's 13F filing for Q3 2021, filed 15 Nov 2021.