San Francisco Sentry Investment Group’s Evercore EVR Stock Holding History

San Francisco Sentry Investment Group’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	$113K	Hold	800	–	–	0.06%	264
2021 Q1	$105K	Hold	800	–	–	0.04%	288
2020 Q4	$88K	Hold	800	–	–	0.04%	287
2020 Q3	$52K	Hold	800	–	–	0.03%	328
2020 Q2	$47K	Sell	800 -1,416	-64%	-$77K	0.03%	338
2020 Q1	$102K	Sell	2,216 -1,584	-42%	-$106K	0.06%	213
2019 Q4	$284K	Hold	3,800	–	–	0.13%	170
2019 Q3	$304K	Hold	3,800	–	–	0.14%	156
2019 Q2	$337K	Hold	3,800	–	–	0.15%	145
2019 Q1	$346K	Hold	3,800	–	–	0.15%	148
2018 Q4	$272K	Sell	3,800 -2,000	-34%	-$164K	0.13%	147
2018 Q3	$583K	Sell	5,800 -100	-2%	-$10.8K	0.22%	100
2018 Q2	$622K	Hold	5,900	–	–	0.26%	73
2018 Q1	$514K	Hold	5,900	–	–	0.15%	140
2017 Q4	$531K	Hold	5,900	–	–	0.16%	134
2017 Q3	$473K	Hold	5,900	–	–	0.16%	145
2017 Q2	$416K	Buy	+5,900	New	+$429K	0.15%	142

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

San Francisco Sentry Investment Group's EVR Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its Evercore (EVR) position steady in Q2 2021 at 800 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #264.

San Francisco Sentry Investment Group first reported a position in EVR in Q2 2017 and has held it in 17 quarters since. The position peaked at $622K in Q2 2018. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

San Francisco Sentry Investment Group held 800 shares of Evercore worth $113K as of Q2 2021.
San Francisco Sentry Investment Group left its Evercore share count unchanged in Q2 2021.
Evercore made up 0.06% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #264 holding.
San Francisco Sentry Investment Group first reported a position in Evercore in Q2 2017 and has held it in 17 quarters since.
San Francisco Sentry Investment Group's Evercore position peaked at $622K in Q2 2018.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.