NN Investment Partners Holdings’s Evercore EVR Stock Holding History

NN Investment Partners Holdings’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 Q1	$1.01M	Sell	9,100 -265	-3%	-$32.6K	0.01%	642
2021 Q4	$1.27M	Hold	9,365	–	–	0.01%	629
2021 Q3	$1.25M	Sell	9,365 -1,100	-11%	-$149K	0.01%	615
2021 Q2	$1.47M	Sell	10,465 -1,976	-16%	-$276K	0.01%	597
2021 Q1	$1.64M	Sell	12,441 -3,659	-23%	-$447K	0.01%	561
2020 Q4	$1.76M	Buy	+16,100	New	+$1.43M	0.01%	543
2020 Q1	–	Sell	-2,700	Closed	-$201K	–	755
2019 Q4	$201K	Sell	2,700 -19,000	-88%	-$1.45M	﹤0.01%	667
2019 Q3	$1.74M	Buy	21,700 +12,832	+145%	+$1.06M	0.01%	491
2019 Q2	$785K	Sell	8,868 -522	-6%	-$46.5K	0.01%	628
2019 Q1	$854K	Sell	9,390 -74	-0.8%	-$6.5K	0.01%	607
2018 Q4	$677K	Buy	+9,464	New	+$777K	0.01%	604

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

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

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

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

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

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

NN Investment Partners Holdings's EVR Position: Q1 2022 in Review

NN Investment Partners Holdings reduced its Evercore (EVR) stake by 2.8% in Q1 2022, selling an estimated $32.6K and leaving 9,100 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #642.

NN Investment Partners Holdings first reported a position in EVR in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.76M in Q4 2020. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

NN Investment Partners Holdings held 9,100 shares of Evercore worth $1.01M as of Q1 2022.
NN Investment Partners Holdings sold 265 Evercore shares in Q1 2022, an estimated $32.6K.
Evercore made up 0.01% of NN Investment Partners Holdings's portfolio in Q1 2022, its #642 holding.
NN Investment Partners Holdings first reported a position in Evercore in Q4 2018 and has held it in 11 quarters since.
NN Investment Partners Holdings's Evercore position peaked at $1.76M in Q4 2020.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on NN Investment Partners Holdings's 13F filing for Q1 2022, filed 11 May 2022.