Symmetry Partners’s Evercore EVR Stock Holding History

Symmetry Partners’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	-2,467	Closed	-$335K	–	580
2021 Q4	$335K	Hold	2,467	–	–	0.02%	508
2021 Q3	$353K	Hold	2,467	–	–	0.02%	514
2021 Q2	$347K	Hold	2,467	–	–	0.02%	538
2021 Q1	$325K	Buy	+2,467	New	+$301K	0.02%	533
2019 Q2	–	Sell	-1,274	Closed	-$116K	–	359
2019 Q1	$116K	Hold	1,274	–	–	0.02%	367
2018 Q4	$91K	Buy	+1,274	New	+$105K	0.02%	336

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

Symmetry Partners's EVR Position: Q1 2022 in Review

Symmetry Partners sold out of Evercore (EVR) in Q1 2022, closing a stake of 2,467 shares — an estimated $335K sold.

Symmetry Partners first reported a position in EVR in Q4 2018 and held it in 6 quarters. The position peaked at $353K in Q3 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Symmetry Partners reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Symmetry Partners sold 2,467 Evercore shares in Q1 2022, an estimated $335K.
Symmetry Partners first reported a position in Evercore in Q4 2018 and held it in 6 quarters.
Symmetry Partners's Evercore position peaked at $353K in Q3 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Symmetry Partners's 13F filing for Q1 2022, filed 4 Apr 2022.