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Pictet Asset Management (UK)’s Evercore EVR Stock Holding History

Pictet Asset Management (UK)’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 		$419K Sell
2,976
-224
-7% -$31.3K ﹤0.01% 1292
2021
Q1 		$422K Sell
3,200
-500
-14% -$61.1K ﹤0.01% 1267
2020
Q4 		$406K Buy
+3,700
New +$329K ﹤0.01% 1237

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pictet Asset Management (UK)'s EVR Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its Evercore (EVR) stake by 7% in Q2 2021, selling an estimated $31.3K and leaving 2,976 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Pictet Asset Management (UK) first reported a position in EVR in Q4 2020 and has held it in 3 quarters since. The position peaked at $422K in Q1 2021. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

  • Pictet Asset Management (UK) held 2,976 shares of Evercore worth $419K as of Q2 2021.
  • Pictet Asset Management (UK) sold 224 Evercore shares in Q2 2021, an estimated $31.3K.
  • Evercore made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1292 holding.
  • Pictet Asset Management (UK) first reported a position in Evercore in Q4 2020 and has held it in 3 quarters since.
  • Pictet Asset Management (UK)'s Evercore position peaked at $422K in Q1 2021.
  • 428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.