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Sowell Financial Services’s Evercore EVR Stock Holding History

Sowell Financial Services’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 		– Sell
-79
Closed -$11K – 1189
2021
Q1 		$11K Buy
79
+10
+14% +$1.22K ﹤0.01% 2272
2020
Q4 		$8K Buy
69
+63
+1,050% +$5.61K ﹤0.01% 2104
2020
Q3 		$0 Sell
6
-76
-93% -$4.61K ﹤0.01% 2576
2020
Q2 		$5K Sell
82
-32
-28% -$1.74K ﹤0.01% 1890
2020
Q1 		$5K Sell
114
-46
-29% -$3.08K ﹤0.01% 1812
2019
Q4 		$12K Sell
160
-6
-4% -$457 ﹤0.01% 1619
2019
Q3 		$13K Buy
+166
New +$13.8K ﹤0.01% 1433

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 $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's EVR Position: Q2 2021 in Review

Sowell Financial Services sold out of Evercore (EVR) in Q2 2021, closing a stake of 79 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in EVR in Q3 2019 and held it in 7 quarters. The position peaked at $13K in Q3 2019. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

  • Sowell Financial Services reported no remaining Evercore position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 79 Evercore shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in Evercore in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Evercore position peaked at $13K in Q3 2019.
  • 428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.