RegentAtlantic Capital’s Evercore EVR Stock Holding History

RegentAtlantic Capital’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	-2,447	Closed	-$272K	–	682
2022 Q1	$272K	Sell	2,447 -9	-0.4%	-$1.11K	0.01%	591
2021 Q4	$334K	Buy	+2,456	New	+$358K	0.01%	545

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

RegentAtlantic Capital's EVR Position: Q2 2022 in Review

RegentAtlantic Capital sold out of Evercore (EVR) in Q2 2022, closing a stake of 2,447 shares — an estimated $272K sold.

RegentAtlantic Capital first reported a position in EVR in Q4 2021 and held it in 2 quarters. The position peaked at $334K in Q4 2021. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

RegentAtlantic Capital reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
RegentAtlantic Capital sold 2,447 Evercore shares in Q2 2022, an estimated $272K.
RegentAtlantic Capital first reported a position in Evercore in Q4 2021 and held it in 2 quarters.
RegentAtlantic Capital's Evercore position peaked at $334K in Q4 2021.
381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on RegentAtlantic Capital's 13F filing for Q2 2022, filed 15 Aug 2022.