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Monarch Partners Asset Management’s Evercore EVR Stock Holding History

Monarch Partners Asset 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
Q2 		– Sell
-50,853
Closed -$6.7M – 159
2021
Q1 		$6.7M Buy
50,853
+18,474
+57% +$2.26M 1.01% 39
2020
Q4 		$3.55M Sell
32,379
-21,270
-40% -$1.89M 0.62% 71
2020
Q3 		$3.51M Sell
53,649
-44,515
-45% -$2.7M 0.79% 58
2020
Q2 		$5.78M Buy
98,164
+45,685
+87% +$2.48M 1.41% 13
2020
Q1 		$2.42M Buy
+52,479
New +$3.51M 0.85% 50
2017
Q1 		– Sell
-33,041
Closed -$2.27M – 185
2016
Q4 		$2.27M Sell
33,041
-31,067
-48% -$1.91M 0.19% 119
2016
Q3 		$3.3M Buy
64,108
+7,360
+13% +$370K 0.31% 99
2016
Q2 		$2.51M Sell
56,748
-29,831
-34% -$1.49M 0.25% 105
2016
Q1 		$4.48M Buy
86,579
+54,641
+171% +$2.61M 0.46% 79
2015
Q4 		$1.73M Buy
31,938
+3,300
+12% +$178K 0.18% 117
2015
Q3 		$1.44M Sell
28,638
-7,360
-20% -$403K 0.18% 121
2015
Q2 		$1.94M Sell
35,998
-126,047
-78% -$6.43M 0.26% 108
2015
Q1 		$8.37M Buy
162,045
+9,275
+6% +$471K 1.66% 3
2014
Q4 		$8M Buy
152,770
+84,467
+124% +$4.23M 1.74% 9
2014
Q3 		$3.21M Sell
68,303
-65,300
-49% -$3.38M 0.85% 43
2014
Q2 		$7.7M Buy
133,603
+53,771
+67% +$2.95M 2.02% 4
2014
Q1 		$4.41M Buy
+79,832
New +$4.57M 1.61% 7

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Monarch Partners Asset Management's EVR Position: Q2 2021 in Review

Monarch Partners Asset Management sold out of Evercore (EVR) in Q2 2021, closing a stake of 50,853 shares — an estimated $6.7M sold.

Monarch Partners Asset Management first reported a position in EVR in Q1 2014 and held it in 17 quarters. The position peaked at $8.37M in Q1 2015. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

  • Monarch Partners Asset Management reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
  • Monarch Partners Asset Management sold 50,853 Evercore shares in Q2 2021, an estimated $6.7M.
  • Monarch Partners Asset Management first reported a position in Evercore in Q1 2014 and held it in 17 quarters.
  • Monarch Partners Asset Management's Evercore position peaked at $8.37M in Q1 2015.
  • 428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Monarch Partners Asset Management's 13F filing for Q2 2021, filed 30 Jul 2021.