Marshall Wace North America’s Evercore EVR Stock Holding History

Marshall Wace North America’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	$785K	Sell	5,870 -1,506	-20%	-$205K	﹤0.01%	1003
2021 Q2	$1.04M	Buy	+7,376	New	+$1.03M	﹤0.01%	999
2019 Q4	–	Sell	-4,363	Closed	-$349K	–	1371
2019 Q3	$349K	Sell	4,363 -1,407	-24%	-$117K	﹤0.01%	866
2019 Q2	$511K	Buy	+5,770	New	+$514K	﹤0.01%	885
2019 Q1	–	Sell	-6,426	Closed	-$460K	–	1654
2018 Q4	$460K	Buy	+6,426	New	+$528K	﹤0.01%	794
2018 Q2	–	Sell	-123,047	Closed	-$10.7M	–	1473
2018 Q1	$10.7M	Buy	123,047 +53,435	+77%	+$5.03M	0.05%	379
2017 Q4	$6.26M	Buy	+69,612	New	+$5.81M	0.03%	514
2017 Q3	–	Sell	-11,423	Closed	-$811K	–	1329
2017 Q2	$811K	Buy	+11,423	New	+$831K	0.01%	994

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 North America's EVR Position: Q3 2021 in Review

Marshall Wace North America reduced its Evercore (EVR) stake by 20% in Q3 2021, selling an estimated $205K and leaving 5,870 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Marshall Wace North America first reported a position in EVR in Q2 2017 and has held it in 8 quarters since. The position peaked at $10.7M in Q1 2018. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Marshall Wace North America held 5,870 shares of Evercore worth $785K as of Q3 2021.
Marshall Wace North America sold 1,506 Evercore shares in Q3 2021, an estimated $205K.
Evercore made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #1003 holding.
Marshall Wace North America first reported a position in Evercore in Q2 2017 and has held it in 8 quarters since.
Marshall Wace North America's Evercore position peaked at $10.7M in Q1 2018.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

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