QS Investors’s Evercore EVR Stock Holding History

QS Investors’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	$282K	Sell	2,000 -2,000	-50%	-$280K	﹤0.01%	959
2021 Q1	$527K	Sell	4,000 -5,600	-58%	-$684K	0.01%	780
2020 Q4	$1.05M	Hold	9,600	–	–	0.01%	486
2020 Q3	$629K	Sell	9,600 -41,071	-81%	-$2.49M	0.01%	594
2020 Q2	$2.99M	Sell	50,671 -2,500	-5%	-$136K	0.04%	347
2020 Q1	$2.45M	Hold	53,171	–	–	0.04%	350
2019 Q4	$4.03M	Sell	53,171 -1,076	-2%	-$82K	0.04%	347
2019 Q3	$4.35M	Buy	54,247 +89	+0.2%	+$7.38K	0.05%	305
2019 Q2	$4.8M	Sell	54,158 -822	-1%	-$73.2K	0.05%	279
2019 Q1	$5M	Sell	54,980 -6,253	-10%	-$549K	0.05%	270
2018 Q4	$4.38M	Sell	61,233 -14,051	-19%	-$1.15M	0.06%	261
2018 Q3	$7.57M	Sell	75,284 -237	-0.3%	-$25.5K	0.07%	173
2018 Q2	$7.96M	Sell	75,521 -440	-0.6%	-$45.4K	0.08%	170
2018 Q1	$6.62M	Sell	75,961 -4,360	-5%	-$411K	0.07%	186
2017 Q4	$7.23M	Sell	80,321 -3,786	-5%	-$316K	0.07%	193
2017 Q3	$6.75M	Sell	84,107 -2,583	-3%	-$194K	0.05%	220
2017 Q2	$6.11M	Hold	86,690	–	–	0.05%	235
2017 Q1	$6.75M	Hold	86,690	–	–	0.06%	216
2016 Q4	$5.96M	Sell	86,690 -37,943	-30%	-$2.33M	0.05%	291
2016 Q3	$6.42M	Sell	124,633 -6	-0%	-$302	0.05%	303
2016 Q2	$5.51M	Hold	124,639	–	–	0.05%	357
2016 Q1	$6.45M	Buy	124,639 +6	+0%	+$287	0.06%	311
2015 Q4	$6.74M	Buy	124,633 +38,872	+45%	+$2.1M	0.07%	293
2015 Q3	$4.31M	Buy	85,761 +8,723	+11%	+$478K	0.05%	407
2015 Q2	$4.16M	Hold	77,038	–	–	0.05%	440
2015 Q1	$3.98M	Hold	77,038	–	–	0.05%	438
2014 Q4	$4.04M	Buy	+77,038	New	+$3.86M	0.05%	413

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

QS Investors's EVR Position: Q2 2021 in Review

QS Investors reduced its Evercore (EVR) stake by 50% in Q2 2021, selling an estimated $280K and leaving 2,000 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

QS Investors first reported a position in EVR in Q4 2014 and has held it in 27 quarters since. The position peaked at $7.96M in Q2 2018. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

QS Investors held 2,000 shares of Evercore worth $282K as of Q2 2021.
QS Investors sold 2,000 Evercore shares in Q2 2021, an estimated $280K.
Evercore made up ﹤0.01% of QS Investors's portfolio in Q2 2021, its #959 holding.
QS Investors first reported a position in Evercore in Q4 2014 and has held it in 27 quarters since.
QS Investors's Evercore position peaked at $7.96M in Q2 2018.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.