Putnam Investments’s Evercore EVR Stock Holding History

Putnam Investments’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	–	Sell	-35,087	Closed	-$3.91M	–	1155
2022 Q1	$3.91M	Buy	+35,087	New	+$4.32M	0.01%	659
2020 Q1	–	Sell	-33,393	Closed	-$2.5M	–	857
2019 Q4	$2.5M	Sell	33,393 -64,646	-66%	-$4.93M	0.01%	699
2019 Q3	$7.85M	Buy	98,039 +3,648	+4%	+$302K	0.02%	415
2019 Q2	$8.36M	Sell	94,391 -1,110	-1%	-$98.8K	0.02%	409
2019 Q1	$8.69M	Buy	95,501 +97	+0.1%	+$8.52K	0.02%	383
2018 Q4	$6.83M	Hold	95,404	–	–	0.02%	405
2018 Q3	$9.59M	Buy	95,404 +41,626	+77%	+$4.49M	0.02%	400
2018 Q2	$5.67M	Sell	53,778 -205	-0.4%	-$21.1K	0.01%	499
2018 Q1	$4.71M	Sell	53,983 -302	-0.6%	-$28.4K	0.01%	513
2017 Q4	$4.88M	Buy	54,285 +22,705	+72%	+$1.89M	0.01%	526
2017 Q3	$2.53M	Buy	31,580 +280	+0.9%	+$21.1K	0.01%	697
2017 Q2	$2.21M	Buy	+31,300	New	+$2.28M	0.01%	767

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 $3.38T AUM 44.17% 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

Putnam Investments's EVR Position: Q2 2022 in Review

Putnam Investments sold out of Evercore (EVR) in Q2 2022, closing a stake of 35,087 shares — an estimated $3.91M sold.

Putnam Investments first reported a position in EVR in Q2 2017 and held it in 12 quarters. The position peaked at $9.59M in Q3 2018. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

Putnam Investments reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
Putnam Investments sold 35,087 Evercore shares in Q2 2022, an estimated $3.91M.
Putnam Investments first reported a position in Evercore in Q2 2017 and held it in 12 quarters.
Putnam Investments's Evercore position peaked at $9.59M in Q3 2018.
381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Putnam Investments's 13F filing for Q2 2022, filed 15 Aug 2022.