Quantitative Investment Management’s Evercore EVR Stock Holding History

Quantitative Investment Management’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 Q4	–	Sell	-2,105	Closed	-$281K	–	307
2021 Q3	$281K	Buy	+2,105	New	+$286K	0.03%	335
2020 Q4	–	Sell	-3,245	Closed	-$212K	–	503
2020 Q3	$212K	Buy	+3,245	New	+$197K	0.02%	349
2019 Q1	–	Sell	-14,500	Closed	-$1.04M	–	705
2018 Q4	$1.04M	Buy	+14,500	New	+$1.19M	0.05%	277
2018 Q3	–	Sell	-23,600	Closed	-$2.49M	–	704
2018 Q2	$2.49M	Buy	23,600 +600	+3%	+$61.9K	0.05%	327
2018 Q1	$2M	Sell	23,000 -2,800	-11%	-$264K	0.03%	455
2017 Q4	$2.32M	Sell	25,800 -25,700	-50%	-$2.14M	0.03%	473
2017 Q3	$4.13M	Sell	51,500 -55,400	-52%	-$4.17M	0.05%	371
2017 Q2	$7.54M	Buy	+106,900	New	+$7.77M	0.11%	228

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Quantitative Investment Management's EVR Position: Q4 2021 in Review

Quantitative Investment Management sold out of Evercore (EVR) in Q4 2021, closing a stake of 2,105 shares — an estimated $281K sold.

Quantitative Investment Management first reported a position in EVR in Q2 2017 and held it in 8 quarters. The position peaked at $7.54M in Q2 2017. 437 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

Quantitative Investment Management reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
Quantitative Investment Management sold 2,105 Evercore shares in Q4 2021, an estimated $281K.
Quantitative Investment Management first reported a position in Evercore in Q2 2017 and held it in 8 quarters.
Quantitative Investment Management's Evercore position peaked at $7.54M in Q2 2017.
437 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Quantitative Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.