Susquehanna Fundamental Investments’s Evercore EVR Stock Holding History

Susquehanna Fundamental Investments’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 Q4	–	Sell	-22,392	Closed	-$2.99M	–	1537
2021 Q3	$2.99M	Sell	22,392 -38,551	-63%	-$5.24M	0.06%	456
2021 Q2	$8.58M	Sell	60,943 -7,075	-10%	-$989K	0.16%	173
2021 Q1	$8.96M	Hold	68,018	–	–	0.15%	176
2020 Q4	$7.46M	Buy	68,018 +16,292	+31%	+$1.45M	0.14%	206
2020 Q3	$3.39M	Buy	51,726 +44,651	+631%	+$2.71M	0.1%	270
2020 Q2	$417K	Buy	+7,075	New	+$385K	0.02%	662
2020 Q1	–	Sell	-14,300	Closed	-$1.07M	–	342
2019 Q4	$1.07M	Sell	14,300 -8,700	-38%	-$663K	0.14%	164
2019 Q3	$1.84M	Buy	23,000 +14,200	+161%	+$1.18M	0.22%	133
2019 Q2	$779K	Hold	8,800	–	–	0.09%	212
2019 Q1	$801K	Hold	8,800	–	–	0.09%	238
2018 Q4	$630K	Buy	+8,800	New	+$723K	0.11%	194

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Susquehanna Fundamental Investments's EVR Position: Q4 2021 in Review

Susquehanna Fundamental Investments sold out of Evercore (EVR) in Q4 2021, closing a stake of 22,392 shares — an estimated $2.99M sold.

Susquehanna Fundamental Investments first reported a position in EVR in Q4 2018 and held it in 11 quarters. The position peaked at $8.96M in Q1 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

Susquehanna Fundamental Investments reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
Susquehanna Fundamental Investments sold 22,392 Evercore shares in Q4 2021, an estimated $2.99M.
Susquehanna Fundamental Investments first reported a position in Evercore in Q4 2018 and held it in 11 quarters.
Susquehanna Fundamental Investments's Evercore position peaked at $8.96M in Q1 2021.
439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2021, filed 14 Feb 2022.