Zeke Capital Advisors’s Evercore EVR Stock Holding History

Zeke Capital Advisors’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 Q1	–	Sell	-2,649	Closed	-$290K	–	316
2020 Q4	$290K	Sell	2,649 -7,432	-74%	-$661K	0.02%	198
2020 Q3	$660K	Sell	10,081 -500	-5%	-$30.3K	0.08%	87
2020 Q2	$623K	Buy	+10,581	New	+$576K	0.12%	82
2018 Q3	–	Sell	-2,289	Closed	-$241K	–	678
2018 Q2	$241K	Buy	+2,289	New	+$236K	0.02%	484
2018 Q1	–	Sell	-2,289	Closed	-$206K	–	665
2017 Q4	$206K	Buy	+2,289	New	+$191K	0.02%	504

Other funds holding EVR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Zeke Capital Advisors's EVR Position: Q1 2021 in Review

Zeke Capital Advisors sold out of Evercore (EVR) in Q1 2021, closing a stake of 2,649 shares — an estimated $290K sold.

Zeke Capital Advisors first reported a position in EVR in Q4 2017 and held it in 5 quarters. The position peaked at $660K in Q3 2020. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

Zeke Capital Advisors reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
Zeke Capital Advisors sold 2,649 Evercore shares in Q1 2021, an estimated $290K.
Zeke Capital Advisors first reported a position in Evercore in Q4 2017 and held it in 5 quarters.
Zeke Capital Advisors's Evercore position peaked at $660K in Q3 2020.
410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Zeke Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.