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Union Investments & Development’s Evercore EVR Stock Holding History

Union Investments & Development’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
-700
Closed -$95K – 54
2021
Q4 		$95K Buy
+700
New +$102K 0.03% 39

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Charles Schwab
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Hotchkis & Wiley Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Union Investments & Development's EVR Position: Q1 2022 in Review

Union Investments & Development sold out of Evercore (EVR) in Q1 2022, closing a stake of 700 shares — an estimated $95K sold.

Union Investments & Development first reported a position in EVR in Q4 2021 and held it in 1 quarter. The position peaked at $95K in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Union Investments & Development reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
  • Union Investments & Development sold 700 Evercore shares in Q1 2022, an estimated $95K.
  • Union Investments & Development first reported a position in Evercore in Q4 2021 and held it in 1 quarter.
  • Union Investments & Development's Evercore position peaked at $95K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Union Investments & Development's 13F filing for Q1 2022, filed 10 May 2022.