Zweig-DiMenna Associates’s Evercore EVR Stock Holding History

Zweig-DiMenna Associates’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	-26,250	Closed	-$3.69M	–	182
2021 Q2	$3.69M	Buy	+26,250	New	+$3.67M	0.22%	113

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Zweig-DiMenna Associates's EVR Position: Q3 2021 in Review

Zweig-DiMenna Associates sold out of Evercore (EVR) in Q3 2021, closing a stake of 26,250 shares — an estimated $3.69M sold.

Zweig-DiMenna Associates first reported a position in EVR in Q2 2021 and held it in 1 quarter. The position peaked at $3.69M in Q2 2021. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

Zweig-DiMenna Associates reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
Zweig-DiMenna Associates sold 26,250 Evercore shares in Q3 2021, an estimated $3.69M.
Zweig-DiMenna Associates first reported a position in Evercore in Q2 2021 and held it in 1 quarter.
Zweig-DiMenna Associates's Evercore position peaked at $3.69M in Q2 2021.
424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on Zweig-DiMenna Associates's 13F filing for Q3 2021, filed 25 Oct 2021.