Truvestments Capital’s Evercore EVR Stock Holding History

Truvestments Capital’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	-18	Closed	-$2K	–	618
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	535
2021 Q2	$3K	Hold	18	–	–	﹤0.01%	512
2021 Q1	$2K	Buy	+18	New	+$2.2K	﹤0.01%	615

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

Truvestments Capital's EVR Position: Q4 2021 in Review

Truvestments Capital sold out of Evercore (EVR) in Q4 2021, closing a stake of 18 shares — an estimated $2K sold.

Truvestments Capital first reported a position in EVR in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q2 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

Truvestments Capital reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
Truvestments Capital sold 18 Evercore shares in Q4 2021, an estimated $2K.
Truvestments Capital first reported a position in Evercore in Q1 2021 and held it in 3 quarters.
Truvestments Capital's Evercore position peaked at $3K in Q2 2021.
439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Truvestments Capital's 13F filing for Q4 2021, filed 14 Feb 2022.