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WBI Investments’s Evercore EVR Stock Holding History

WBI Investments’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
-20,539
Closed -$2.71M – 190
2021
Q3 		$2.71M Buy
+20,539
New +$2.79M 0.45% 67
2021
Q2 		– Sell
-6,242
Closed -$822K – 194
2021
Q1 		$822K Buy
+6,242
New +$762K 0.13% 112
2019
Q2 		– Sell
-54,789
Closed -$4.99M – 234
2019
Q1 		$4.99M Buy
+54,789
New +$4.81M 0.38% 62
2018
Q4 		– Sell
-6,747
Closed -$678K – 140
2018
Q3 		$678K Buy
+6,747
New +$727K 0.04% 215
2018
Q1 		– Sell
-87,468
Closed -$7.87M – 223
2017
Q4 		$7.87M Buy
+87,468
New +$7.3M 0.36% 60
2017
Q1 		– Sell
-21,652
Closed -$1.49M – 302
2016
Q4 		$1.49M Sell
21,652
-142,271
-87% -$8.75M 0.06% 181
2016
Q3 		$8.44M Buy
+163,923
New +$8.24M 0.32% 65
2015
Q2 		– Sell
-93,123
Closed -$4.81M – 236
2015
Q1 		$4.81M Sell
93,123
-7,905
-8% -$402K 0.11% 129
2014
Q4 		$5.29M Buy
101,028
+5,664
+6% +$284K 0.14% 99
2014
Q3 		$4.48M Buy
+95,364
New +$4.94M 0.13% 103
2013
Q4 		– Sell
-146,302
Closed -$7.2M – 118
2013
Q3 		$7.2M Buy
146,302
+25,169
+21% +$1.16M 0.34% 70
2013
Q2 		$4.76M Buy
+121,133
New +$4.69M 0.34% 55

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WBI Investments's EVR Position: Q4 2021 in Review

WBI Investments sold out of Evercore (EVR) in Q4 2021, closing a stake of 20,539 shares — an estimated $2.71M sold.

WBI Investments first reported a position in EVR in Q2 2013 and held it in 12 quarters. The position peaked at $8.44M in Q3 2016. 437 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

  • WBI Investments reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
  • WBI Investments sold 20,539 Evercore shares in Q4 2021, an estimated $2.71M.
  • WBI Investments first reported a position in Evercore in Q2 2013 and held it in 12 quarters.
  • WBI Investments's Evercore position peaked at $8.44M in Q3 2016.
  • 437 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on WBI Investments's 13F filing for Q4 2021, filed 28 Jan 2022.