Optimum Investment Advisors’s Evercore EVR Stock Holding History

Optimum Investment Advisors’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	-200	Closed	-$22K	–	927
2020 Q4	$22K	Hold	200	–	–	0.01%	613
2020 Q3	$13K	Sell	200 -200	-50%	-$12.1K	﹤0.01%	663
2020 Q2	$24K	Sell	400 -66	-14%	-$3.59K	0.01%	571
2020 Q1	$21K	Buy	466 +1	+0.2%	+$67	0.01%	562
2019 Q4	$35K	Buy	465 +65	+16%	+$4.95K	0.01%	578
2019 Q3	$32K	Hold	400	–	–	0.01%	595
2019 Q2	$35K	Hold	400	–	–	0.01%	577
2019 Q1	$36K	Hold	400	–	–	0.01%	577
2018 Q4	$29K	Hold	400	–	–	0.01%	573
2018 Q3	$40K	Hold	400	–	–	0.01%	578
2018 Q2	$42K	Hold	400	–	–	0.01%	564
2018 Q1	$35K	Buy	+400	New	+$37.7K	0.01%	593
2014 Q3	–	Sell	-1,000	Closed	-$58K	–	933
2014 Q2	$58K	Hold	1,000	–	–	0.02%	448
2014 Q1	$55K	Hold	1,000	–	–	0.02%	384
2013 Q4	$60K	Hold	1,000	–	–	0.02%	371
2013 Q3	$49K	Buy	+1,000	New	+$46K	0.02%	373

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

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Optimum Investment Advisors's EVR Position: Q1 2021 in Review

Optimum Investment Advisors sold out of Evercore (EVR) in Q1 2021, closing a stake of 200 shares — an estimated $22K sold.

Optimum Investment Advisors first reported a position in EVR in Q3 2013 and held it in 16 quarters. The position peaked at $60K in Q4 2013. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

Optimum Investment Advisors reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 200 Evercore shares in Q1 2021, an estimated $22K.
Optimum Investment Advisors first reported a position in Evercore in Q3 2013 and held it in 16 quarters.
Optimum Investment Advisors's Evercore position peaked at $60K in Q4 2013.
410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.