Vontobel Holding’s Evercore EVR Stock Holding History

Vontobel Holding’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 Q3	–	Sell	-1,600	Closed	-$225K	–	1186
2021 Q2	$225K	Buy	+1,600	New	+$224K	﹤0.01%	1005

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Vontobel Holding's EVR Position: Q3 2021 in Review

Vontobel Holding sold out of Evercore (EVR) in Q3 2021, closing a stake of 1,600 shares — an estimated $225K sold.

Vontobel Holding first reported a position in EVR in Q2 2021 and held it in 1 quarter. The position peaked at $225K in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Vontobel Holding reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Vontobel Holding sold 1,600 Evercore shares in Q3 2021, an estimated $225K.
Vontobel Holding first reported a position in Evercore in Q2 2021 and held it in 1 quarter.
Vontobel Holding's Evercore position peaked at $225K in Q2 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Vontobel Holding's 13F filing for Q3 2021, filed 29 Oct 2021.