Private Capital Group’s Evercore EVR Stock Holding History

Private Capital 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 Q2	$14K	Buy	+147	New	+$15.7K	0.01%	944
2019 Q3	–	Sell	-40	Closed	-$4K	–	2306
2019 Q2	$4K	Buy	+40	New	+$3.56K	﹤0.01%	1696
2018 Q4	–	Sell	-40	Closed	-$4K	–	2254
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	1753
2018 Q2	$4K	Buy	+40	New	+$4.13K	﹤0.01%	1700

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

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

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

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

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

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

Private Capital Group's EVR Position: Q2 2022 in Review

Private Capital Group opened a new position in Evercore (EVR) in Q2 2022: 147 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Private Capital Group previously reported a position in EVR as recently as Q2 2019.

Private Capital Group first reported a position in EVR in Q2 2018 and has held it in 4 quarters since. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

Private Capital Group held 147 shares of Evercore worth $14K as of Q2 2022.
Evercore was a new Private Capital Group position in Q2 2022.
Evercore made up 0.01% of Private Capital Group's portfolio in Q2 2022, its #944 holding.
Private Capital Group first reported a position in Evercore in Q2 2018 and has held it in 4 quarters since.
381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.