WAM
EVR icon

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return