Skandinaviska Enskilda Banken (SEB)’s Evercore EVR Stock Holding History

Skandinaviska Enskilda Banken (SEB)’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	-300	Closed	-$42K	–	1041
2021 Q2	$42K	Sell	300 -14,500	-98%	-$2.03M	﹤0.01%	1011
2021 Q1	$1.95M	Sell	14,800 -94,700	-86%	-$11.6M	0.01%	663
2020 Q4	$12M	Sell	109,500 -6,200	-5%	-$552K	0.08%	214
2020 Q3	$7.57M	Sell	115,700 -11,000	-9%	-$668K	0.06%	265
2020 Q2	$7.46M	Buy	126,700 +42,600	+51%	+$2.32M	0.06%	262
2020 Q1	$3.87M	Sell	84,100 -158,377	-65%	-$10.6M	0.04%	324
2019 Q4	$18.1M	Sell	242,477 -330,518	-58%	-$25.2M	0.14%	144
2019 Q3	$45.9M	Sell	572,995 -33,082	-5%	-$2.74M	0.39%	62
2019 Q2	$53.7M	Buy	+606,077	New	+$53.9M	0.46%	53
2018 Q4	–	Sell	-12,200	Closed	-$1.23M	–	801
2018 Q3	$1.23M	Hold	12,200	–	–	0.01%	638
2018 Q2	$1.29M	Buy	+12,200	New	+$1.26M	0.01%	573

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB)'s EVR Position: Q3 2021 in Review

Skandinaviska Enskilda Banken (SEB) sold out of Evercore (EVR) in Q3 2021, closing a stake of 300 shares — an estimated $42K sold.

Skandinaviska Enskilda Banken (SEB) first reported a position in EVR in Q2 2018 and held it in 11 quarters. The position peaked at $53.7M in Q2 2019. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Skandinaviska Enskilda Banken (SEB) reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Skandinaviska Enskilda Banken (SEB) sold 300 Evercore shares in Q3 2021, an estimated $42K.
Skandinaviska Enskilda Banken (SEB) first reported a position in Evercore in Q2 2018 and held it in 11 quarters.
Skandinaviska Enskilda Banken (SEB)'s Evercore position peaked at $53.7M in Q2 2019.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Skandinaviska Enskilda Banken (SEB)'s 13F filing for Q3 2021, filed 10 Nov 2021.