Sterling Manor Financial’s Evercore EVR Stock Holding History

Sterling Manor Financial’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 Q1	–	Sell	-2,780	Closed	-$378K	–	84
2021 Q4	$378K	Sell	2,780 -599	-18%	-$87.3K	0.3%	53
2021 Q3	$452K	Buy	3,379 +1	+0%	+$136	0.38%	39
2021 Q2	$476K	Sell	3,378 -299	-8%	-$41.8K	0.38%	42
2021 Q1	$484K	Sell	3,677 -79	-2%	-$9.65K	0.43%	39
2020 Q4	$412K	Buy	+3,756	New	+$334K	0.38%	42

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

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

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

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

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

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

Sterling Manor Financial's EVR Position: Q1 2022 in Review

Sterling Manor Financial sold out of Evercore (EVR) in Q1 2022, closing a stake of 2,780 shares — an estimated $378K sold.

Sterling Manor Financial first reported a position in EVR in Q4 2020 and held it in 5 quarters. The position peaked at $484K in Q1 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Sterling Manor Financial reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Sterling Manor Financial sold 2,780 Evercore shares in Q1 2022, an estimated $378K.
Sterling Manor Financial first reported a position in Evercore in Q4 2020 and held it in 5 quarters.
Sterling Manor Financial's Evercore position peaked at $484K in Q1 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Sterling Manor Financial's 13F filing for Q1 2022, filed 21 Apr 2022.