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Mesirow Financial Investment Management - Fixed Income’s Evercore EVR Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
-70,540
Closed -$7.73M – 138
2020
Q4 		$7.73M Sell
70,540
-25,020
-26% -$2.23M 1.04% 39
2020
Q3 		$6.25M Buy
95,560
+12,465
+15% +$757K 1.06% 33
2020
Q2 		$4.9M Buy
+83,095
New +$4.52M 0.89% 56

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's EVR Position: Q1 2021 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Evercore (EVR) in Q1 2021, closing a stake of 70,540 shares — an estimated $7.73M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in EVR in Q2 2020 and held it in 3 quarters. The position peaked at $7.73M in Q4 2020. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 70,540 Evercore shares in Q1 2021, an estimated $7.73M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Evercore in Q2 2020 and held it in 3 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Evercore position peaked at $7.73M in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2021, filed 3 May 2021.