Pendal Group’s Evercore EVR Stock Holding History

Pendal Group’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 Q4	–	Sell	-2,316	Closed	-$310K	–	581
2021 Q3	$310K	Sell	2,316 -543	-19%	-$73.8K	﹤0.01%	489
2021 Q2	$402K	Hold	2,859	–	–	﹤0.01%	435
2021 Q1	$377K	Hold	2,859	–	–	﹤0.01%	430
2020 Q4	$313K	Sell	2,859 -1,002	-26%	-$89.2K	﹤0.01%	422
2020 Q3	$253K	Buy	+3,861	New	+$234K	﹤0.01%	382

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group's EVR Position: Q4 2021 in Review

Pendal Group sold out of Evercore (EVR) in Q4 2021, closing a stake of 2,316 shares — an estimated $310K sold.

Pendal Group first reported a position in EVR in Q3 2020 and held it in 5 quarters. The position peaked at $402K in Q2 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

Pendal Group reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
Pendal Group sold 2,316 Evercore shares in Q4 2021, an estimated $310K.
Pendal Group first reported a position in Evercore in Q3 2020 and held it in 5 quarters.
Pendal Group's Evercore position peaked at $402K in Q2 2021.
439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Pendal Group's 13F filing for Q4 2021, filed 18 Jan 2022.