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Vantis Investment Advisers’s Evercore EVR Stock Holding History

Vantis Investment Advisers’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 		$1.36M Buy
+10,000
New +$1.46M 1.41% 22

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vantis Investment Advisers's EVR Position: Q4 2021 in Review

Vantis Investment Advisers opened a new position in Evercore (EVR) in Q4 2021: 10,000 shares worth $1.36M. The stake represents 1.41% of the portfolio and ranks #22 among its holdings.

439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

  • Vantis Investment Advisers held 10,000 shares of Evercore worth $1.36M as of Q4 2021.
  • Evercore was a new Vantis Investment Advisers position in Q4 2021.
  • Evercore made up 1.41% of Vantis Investment Advisers's portfolio in Q4 2021, its #22 holding.
  • 439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Vantis Investment Advisers's 13F filing for Q4 2021, filed 9 Feb 2022.