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MUFG Securities EMEA’s Evercore EVR Stock Holding History

MUFG Securities EMEA’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
-27,500
Closed -$3.02M – 390
2020
Q4 		$3.02M Buy
+27,500
New +$2.45M 0.02% 264
2020
Q2 		– Sell
-5,500
Closed -$253K – 440
2020
Q1 		$253K Sell
5,500
-1,053
-16% -$70.5K ﹤0.01% 379
2019
Q4 		$490K Buy
+6,553
New +$499K ﹤0.01% 454

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MUFG Securities EMEA's EVR Position: Q1 2021 in Review

MUFG Securities EMEA sold out of Evercore (EVR) in Q1 2021, closing a stake of 27,500 shares — an estimated $3.02M sold.

MUFG Securities EMEA first reported a position in EVR in Q4 2019 and held it in 3 quarters. The position peaked at $3.02M in Q4 2020. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

  • MUFG Securities EMEA reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
  • MUFG Securities EMEA sold 27,500 Evercore shares in Q1 2021, an estimated $3.02M.
  • MUFG Securities EMEA first reported a position in Evercore in Q4 2019 and held it in 3 quarters.
  • MUFG Securities EMEA's Evercore position peaked at $3.02M in Q4 2020.
  • 410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on MUFG Securities EMEA's 13F filing for Q1 2021, filed 11 May 2021.