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Private Advisor Group’s Evercore EVR Stock Holding History

Private Advisor 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
2022
Q1 		– Sell
-2,947
Closed -$400K – 2143
2021
Q4 		$400K Buy
+2,947
New +$430K ﹤0.01% 1575
2020
Q3 		– Sell
-15
Closed -$1K – 2150
2020
Q2 		$1K Buy
+15
New +$816 ﹤0.01% 3700

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Advisor Group's EVR Position: Q1 2022 in Review

Private Advisor Group sold out of Evercore (EVR) in Q1 2022, closing a stake of 2,947 shares — an estimated $400K sold.

Private Advisor Group first reported a position in EVR in Q2 2020 and held it in 2 quarters. The position peaked at $400K in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Private Advisor Group reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Private Advisor Group sold 2,947 Evercore shares in Q1 2022, an estimated $400K.
  • Private Advisor Group first reported a position in Evercore in Q2 2020 and held it in 2 quarters.
  • Private Advisor Group's Evercore position peaked at $400K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Private Advisor Group's 13F filing for Q1 2022, filed 10 May 2022.