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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

MUFG Americas's EVR Position: Q3 2022 in Review

MUFG Americas sold out of Evercore (EVR) in Q3 2022, closing a stake of 162 shares — an estimated $15K sold.

MUFG Americas first reported a position in EVR in Q2 2013 and held it in 8 quarters. The position peaked at $79K in Q2 2013. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

MUFG Americas reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
MUFG Americas sold 162 Evercore shares in Q3 2022, an estimated $15K.
MUFG Americas first reported a position in Evercore in Q2 2013 and held it in 8 quarters.
MUFG Americas's Evercore position peaked at $79K in Q2 2013.
369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on MUFG Americas's 13F filing for Q3 2022, filed 1 Nov 2022.