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Richard C. Young & Co’s Evercore EVR Stock Holding History

Richard C. Young & Co’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
Q1 		– Sell
-122,864
Closed -$16.7M – 74
2021
Q4 		$16.7M Sell
122,864
-2,646
-2% -$386K 2.1% 15
2021
Q3 		$16.8M Sell
125,510
-1,828
-1% -$248K 2.3% 11
2021
Q2 		$17.9M Buy
127,338
+208
+0.2% +$29.1K 2.28% 11
2021
Q1 		$16.7M Buy
127,130
+3,069
+2% +$375K 2.22% 12
2020
Q4 		$13.6M Buy
124,061
+7,962
+7% +$709K 2.07% 15
2020
Q3 		$7.6M Buy
+116,099
New +$7.05M 1.22% 34

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard C. Young & Co's EVR Position: Q1 2022 in Review

Richard C. Young & Co sold out of Evercore (EVR) in Q1 2022, closing a stake of 122,864 shares — an estimated $16.7M sold.

Richard C. Young & Co first reported a position in EVR in Q3 2020 and held it in 6 quarters. The position peaked at $17.9M in Q2 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Richard C. Young & Co reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Richard C. Young & Co sold 122,864 Evercore shares in Q1 2022, an estimated $16.7M.
  • Richard C. Young & Co first reported a position in Evercore in Q3 2020 and held it in 6 quarters.
  • Richard C. Young & Co's Evercore position peaked at $17.9M in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Richard C. Young & Co's 13F filing for Q1 2022, filed 6 May 2022.