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Washington Trust’s Evercore EVR Stock Holding History

Washington Trust’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
-11,898
Closed -$1.59M – 982
2021
Q3 		$1.59M Sell
11,898
-6,740
-36% -$916K 0.04% 158
2021
Q2 		$2.62M Sell
18,638
-1,265
-6% -$177K 0.07% 140
2021
Q1 		$2.62M Sell
19,903
-100
-0.5% -$12.2K 0.08% 137
2020
Q4 		$2.19M Hold
20,003
– – 0.07% 140
2020
Q3 		$1.31M Sell
20,003
-300
-1% -$18.2K 0.05% 153
2020
Q2 		$1.2M Sell
20,303
-235
-1% -$12.8K 0.05% 149
2020
Q1 		$946K Sell
20,538
-100
-0.5% -$6.7K 0.05% 159
2019
Q4 		$1.54M Buy
+20,638
New +$1.57M 0.06% 148

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

Washington Trust's EVR Position: Q4 2021 in Review

Washington Trust sold out of Evercore (EVR) in Q4 2021, closing a stake of 11,898 shares — an estimated $1.59M sold.

Washington Trust first reported a position in EVR in Q4 2019 and held it in 8 quarters. The position peaked at $2.62M in Q2 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

  • Washington Trust reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
  • Washington Trust sold 11,898 Evercore shares in Q4 2021, an estimated $1.59M.
  • Washington Trust first reported a position in Evercore in Q4 2019 and held it in 8 quarters.
  • Washington Trust's Evercore position peaked at $2.62M in Q2 2021.
  • 439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.