Polianta Ltd’s Evercore EVR Stock Holding History

Polianta Ltd’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 Q3	–	Sell	-6,900	Closed	-$645K	–	72
2022 Q2	$645K	Buy	+6,900	New	+$735K	0.55%	28
2021 Q2	–	Sell	-10,000	Closed	-$1.32M	–	79
2021 Q1	$1.32M	Buy	+10,000	New	+$1.22M	0.73%	10
2018 Q3	–	Sell	-10,800	Closed	-$1.14M	–	80
2018 Q2	$1.14M	Sell	10,800 -2,300	-18%	-$237K	0.36%	53
2018 Q1	$1.14M	Buy	+13,100	New	+$1.23M	0.35%	57
2017 Q4	–	Sell	-14,800	Closed	-$1.19M	–	79
2017 Q3	$1.19M	Hold	14,800	–	–	0.38%	51
2017 Q2	$1.04M	Buy	+14,800	New	+$1.08M	0.44%	60

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Polianta Ltd's EVR Position: Q3 2022 in Review

Polianta Ltd sold out of Evercore (EVR) in Q3 2022, closing a stake of 6,900 shares — an estimated $645K sold.

Polianta Ltd first reported a position in EVR in Q2 2017 and held it in 6 quarters. The position peaked at $1.32M in Q1 2021. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

Polianta Ltd reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
Polianta Ltd sold 6,900 Evercore shares in Q3 2022, an estimated $645K.
Polianta Ltd first reported a position in Evercore in Q2 2017 and held it in 6 quarters.
Polianta Ltd's Evercore position peaked at $1.32M in Q1 2021.
369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Polianta Ltd's 13F filing for Q3 2022, filed 18 Oct 2022.