Money Concepts Capital’s Evercore EVR Stock Holding History

Money Concepts Capital’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
2022 Q2	–	Sell	-81	Closed	-$9K	–	1787
2022 Q1	$9K	Buy	+81	New	+$9.96K	﹤0.01%	1973

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Money Concepts Capital's EVR Position: Q2 2022 in Review

Money Concepts Capital sold out of Evercore (EVR) in Q2 2022, closing a stake of 81 shares — an estimated $9K sold.

Money Concepts Capital first reported a position in EVR in Q1 2022 and held it in 1 quarter. The position peaked at $9K in Q1 2022. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

Money Concepts Capital reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
Money Concepts Capital sold 81 Evercore shares in Q2 2022, an estimated $9K.
Money Concepts Capital first reported a position in Evercore in Q1 2022 and held it in 1 quarter.
Money Concepts Capital's Evercore position peaked at $9K in Q1 2022.
381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Money Concepts Capital's 13F filing for Q2 2022, filed 18 Jul 2022.