Wolverine Asset Management’s Evercore EVR Stock Holding History

Wolverine Asset 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	-3,401	Closed	-$478K	–	2097
2021 Q2	$478K	Buy	+3,401	New	+$475K	﹤0.01%	917
2019 Q2	–	Sell	-14,049	Closed	-$1.28M	–	1471
2019 Q1	$1.28M	Buy	14,049 +2,226	+19%	+$195K	0.02%	575
2018 Q4	$846K	Sell	11,823 -11,368	-49%	-$933K	0.01%	875
2018 Q3	$2.33M	Buy	23,191 +6,783	+41%	+$731K	0.03%	534
2018 Q2	$1.73M	Buy	+16,408	New	+$1.69M	0.02%	586
2015 Q1	–	Sell	-20,000	Closed	-$1.05M	–	1925
2014 Q4	$1.05M	Buy	+20,000	New	+$1M	0.02%	442

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wolverine Asset Management's EVR Position: Q3 2021 in Review

Wolverine Asset Management sold out of Evercore (EVR) in Q3 2021, closing a stake of 3,401 shares — an estimated $478K sold.

Wolverine Asset Management first reported a position in EVR in Q4 2014 and held it in 6 quarters. The position peaked at $2.33M in Q3 2018. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Wolverine Asset Management reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Wolverine Asset Management sold 3,401 Evercore shares in Q3 2021, an estimated $478K.
Wolverine Asset Management first reported a position in Evercore in Q4 2014 and held it in 6 quarters.
Wolverine Asset Management's Evercore position peaked at $2.33M in Q3 2018.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Wolverine Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.