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Weld Capital Management’s Evercore EVR Stock Holding History

Weld Capital Management’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
-1,722
Closed -$242K – 66
2021
Q2 		$242K Sell
1,722
-9,290
-84% -$1.3M 0.24% 172
2021
Q1 		$1.45M Buy
11,012
+4,935
+81% +$603K 0.61% 37
2020
Q4 		$666K Buy
+6,077
New +$541K 0.26% 129
2020
Q3 		– Sell
-19,581
Closed -$1.15M – 539
2020
Q2 		$1.15M Buy
19,581
+3,827
+24% +$208K 0.45% 55
2020
Q1 		$726K Buy
+15,754
New +$1.06M 0.37% 83

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Weld Capital Management's EVR Position: Q3 2021 in Review

Weld Capital Management sold out of Evercore (EVR) in Q3 2021, closing a stake of 1,722 shares — an estimated $242K sold.

Weld Capital Management first reported a position in EVR in Q1 2020 and held it in 5 quarters. The position peaked at $1.45M in Q1 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

  • Weld Capital Management reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 1,722 Evercore shares in Q3 2021, an estimated $242K.
  • Weld Capital Management first reported a position in Evercore in Q1 2020 and held it in 5 quarters.
  • Weld Capital Management's Evercore position peaked at $1.45M in Q1 2021.
  • 424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.