World Asset Management’s Evercore EVR Stock Holding History

World 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	$250K	Sell	1,869 -153	-8%	-$20.8K	0.02%	711
2021 Q2	$285K	Sell	2,022 -203	-9%	-$28.4K	0.03%	696
2021 Q1	$312K	Sell	2,225 -92	-4%	-$11.2K	0.03%	672
2020 Q4	$254K	Buy	+2,317	New	+$206K	0.02%	716
2019 Q2	–	Sell	-2,313	Closed	-$210K	–	1197
2019 Q1	$210K	Buy	+2,313	New	+$203K	0.01%	1026
2018 Q4	–	Sell	-2,437	Closed	-$245K	–	1130
2018 Q3	$245K	Buy	2,437 +22	+0.9%	+$2.37K	0.01%	1044
2018 Q2	$255K	Buy	+2,415	New	+$249K	0.01%	1038
2018 Q1	–	Sell	-2,265	Closed	-$204K	–	1385
2017 Q4	$204K	Sell	2,265 -355	-14%	-$29.6K	0.01%	1369
2017 Q3	$210K	Buy	+2,620	New	+$197K	0.01%	1359

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 $3.37T AUM 44.26% 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

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

World Asset Management reduced its Evercore (EVR) stake by 7.6% in Q3 2021, selling an estimated $20.8K and leaving 1,869 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #711.

World Asset Management first reported a position in EVR in Q3 2017 and has held it in 9 quarters since. The position peaked at $312K in Q1 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

World Asset Management held 1,869 shares of Evercore worth $250K as of Q3 2021.
World Asset Management sold 153 Evercore shares in Q3 2021, an estimated $20.8K.
Evercore made up 0.02% of World Asset Management's portfolio in Q3 2021, its #711 holding.
World Asset Management first reported a position in Evercore in Q3 2017 and has held it in 9 quarters since.
World Asset Management's Evercore position peaked at $312K in Q1 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.