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Abacus FCF Advisors’s Evercore EVR Stock Holding History

Abacus FCF 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
2019
Q4 		– Sell
-12,353
Closed -$989K – 98
2019
Q3 		$989K Buy
12,353
+28
+0.2% +$2.32K 0.82% 91
2019
Q2 		$1.09M Sell
12,325
-1,395
-10% -$124K 0.9% 82
2019
Q1 		$1.25M Buy
+13,720
New +$1.2M 0.97% 63
2016
Q3 		– Sell
-30,734
Closed -$1.36M – 109
2016
Q2 		$1.36M Buy
+30,734
New +$1.53M 0.88% 85

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abacus FCF Advisors's EVR Position: Q4 2019 in Review

Abacus FCF Advisors sold out of Evercore (EVR) in Q4 2019, closing a stake of 12,353 shares — an estimated $989K sold.

Abacus FCF Advisors first reported a position in EVR in Q2 2016 and held it in 4 quarters. The position peaked at $1.36M in Q2 2016. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Abacus FCF Advisors reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Abacus FCF Advisors sold 12,353 Evercore shares in Q4 2019, an estimated $989K.
  • Abacus FCF Advisors first reported a position in Evercore in Q2 2016 and held it in 4 quarters.
  • Abacus FCF Advisors's Evercore position peaked at $1.36M in Q2 2016.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Abacus FCF Advisors's 13F filing for Q4 2019, filed 7 Jan 2020.