Ontario Teachers' Pension Plan Board’s Evercore EVR Stock Holding History

Ontario Teachers' Pension Plan Board’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 Q2	–	Sell	-7,451	Closed	-$982K	–	459
2021 Q1	$982K	Buy	+7,451	New	+$910K	0.01%	142
2018 Q4	–	Sell	-7,884	Closed	-$793K	–	559
2018 Q3	$793K	Buy	+7,884	New	+$850K	0.01%	448
2015 Q4	–	Sell	-100,000	Closed	-$5.02M	–	586
2015 Q3	$5.02M	Buy	+100,000	New	+$5.48M	0.05%	295

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's EVR Position: Q2 2021 in Review

Ontario Teachers' Pension Plan Board sold out of Evercore (EVR) in Q2 2021, closing a stake of 7,451 shares — an estimated $982K sold.

Ontario Teachers' Pension Plan Board first reported a position in EVR in Q3 2015 and held it in 3 quarters. The position peaked at $5.02M in Q3 2015. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

Ontario Teachers' Pension Plan Board reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 7,451 Evercore shares in Q2 2021, an estimated $982K.
Ontario Teachers' Pension Plan Board first reported a position in Evercore in Q3 2015 and held it in 3 quarters.
Ontario Teachers' Pension Plan Board's Evercore position peaked at $5.02M in Q3 2015.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q2 2021, filed 13 Aug 2021.