MUFG Americas’s Evercore EVR Stock Holding History

MUFG Americas’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 Q3	–	Sell	-162	Closed	-$15K	–	898
2022 Q2	$15K	Hold	162	–	–	﹤0.01%	633
2022 Q1	$18K	Hold	162	–	–	﹤0.01%	656
2021 Q4	$22K	Hold	162	–	–	﹤0.01%	673
2021 Q3	$22K	Buy	+162	New	+$22K	﹤0.01%	632
2019 Q3	–	Sell	-144	Closed	-$13K	–	758
2019 Q2	$13K	Hold	144	–	–	﹤0.01%	678
2019 Q1	$13K	Buy	+144	New	+$12.6K	﹤0.01%	746
2017 Q3	–	Sell	-659	Closed	-$46K	–	1158
2017 Q2	$46K	Buy	+659	New	+$47.9K	﹤0.01%	580
2013 Q3	–	Sell	-2,000	Closed	-$79K	–	1256
2013 Q2	$79K	Buy	+2,000	New	+$77.5K	﹤0.01%	1081

Other funds holding EVR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return