Strategic Blueprint’s Evercore EVR Stock Holding History

Strategic Blueprint’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	-9	Closed	-$1K	–	661
2021 Q2	$1K	Buy	+9	New	+$1.26K	﹤0.01%	1302

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

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 $544B AUM 28.31% 1-Year Est. Return

Strategic Blueprint's EVR Position: Q3 2021 in Review

Strategic Blueprint sold out of Evercore (EVR) in Q3 2021, closing a stake of 9 shares — an estimated $1K sold.

Strategic Blueprint first reported a position in EVR in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Strategic Blueprint reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Strategic Blueprint sold 9 Evercore shares in Q3 2021, an estimated $1K.
Strategic Blueprint first reported a position in Evercore in Q2 2021 and held it in 1 quarter.
Strategic Blueprint's Evercore position peaked at $1K in Q2 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.