Saltoro Capital’s Evercore EVR Stock Holding History

Saltoro 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 Q3	–	Sell	-40,000	Closed	-$652K	–	55
2022 Q2	$652K	Buy	+40,000	New	+$4.26M	0.16%	33
2021 Q2	–	Sell	-4,500	Closed	-$593K	–	113
2021 Q1	$593K	Buy	+4,500	New	+$549K	0.15%	70

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

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Saltoro Capital's EVR Position: Q3 2022 in Review

Saltoro Capital sold out of Evercore (EVR) in Q3 2022, closing a stake of 40,000 shares — an estimated $652K sold.

Saltoro Capital first reported a position in EVR in Q1 2021 and held it in 2 quarters. The position peaked at $652K in Q2 2022. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

Saltoro Capital reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
Saltoro Capital sold 40,000 Evercore shares in Q3 2022, an estimated $652K.
Saltoro Capital first reported a position in Evercore in Q1 2021 and held it in 2 quarters.
Saltoro Capital's Evercore position peaked at $652K in Q2 2022.
369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Saltoro Capital's 13F filing for Q3 2022, filed 14 Nov 2022.