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Simplicity Solutions’s Evercore EVR Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-1,919
Closed -$270K – 592
2021
Q2 		$270K Buy
+1,919
New +$268K 0.05% 414
2017
Q2 		– Sell
-2,639
Closed -$206K – 417
2017
Q1 		$206K Buy
+2,639
New +$205K 0.03% 381
2016
Q1 		– Sell
-15,447
Closed -$835K – 288
2015
Q4 		$835K Buy
+15,447
New +$834K 0.1% 302

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Simplicity Solutions's EVR Position: Q3 2021 in Review

Simplicity Solutions sold out of Evercore (EVR) in Q3 2021, closing a stake of 1,919 shares — an estimated $270K sold.

Simplicity Solutions first reported a position in EVR in Q4 2015 and held it in 3 quarters. The position peaked at $835K in Q4 2015. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

  • Simplicity Solutions reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
  • Simplicity Solutions sold 1,919 Evercore shares in Q3 2021, an estimated $270K.
  • Simplicity Solutions first reported a position in Evercore in Q4 2015 and held it in 3 quarters.
  • Simplicity Solutions's Evercore position peaked at $835K in Q4 2015.
  • 424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Simplicity Solutions's 13F filing for Q3 2021, filed 9 Nov 2021.