USCA RIA’s Evercore EVR Stock Holding History

USCA RIA’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 Q2	$3.26M	Buy	23,151 +269	+1%	+$37.6K	0.2%	147
2021 Q1	$3.01M	Buy	+22,882	New	+$2.79M	0.2%	154

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USCA RIA's EVR Position: Q2 2021 in Review

USCA RIA increased its Evercore (EVR) stake by 1.2% in Q2 2021, buying an estimated $37.6K and bringing the position to 23,151 shares worth $3.26M. The position accounts for 0.2% of the portfolio, ranked #147.

USCA RIA first reported a position in EVR in Q1 2021 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold EVR as of Q2 2021.

USCA RIA held 23,151 shares of Evercore worth $3.26M as of Q2 2021.
USCA RIA bought 269 Evercore shares in Q2 2021, an estimated $37.6K.
Evercore made up 0.2% of USCA RIA's portfolio in Q2 2021, its #147 holding.
USCA RIA first reported a position in Evercore in Q1 2021 and has held it in 2 quarters since.
428 funds tracked by Wall St. Rank held Evercore as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.