Aberdeen Group
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Aberdeen Group’s Evercore EVR Stock Holding History

Aberdeen Group’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
2020
Q1 		– Sell
-120,400
Closed -$9M – 921
2019
Q4 		$9M Sell
120,400
-1,900
-2% -$145K 0.02% 480
2019
Q3 		$9.8M Hold
122,300
– – 0.02% 449
2019
Q2 		$10.8M Hold
122,300
– – 0.02% 490
2019
Q1 		$11.1M Hold
122,300
– – 0.02% 485
2018
Q4 		$8.51M Sell
122,300
-408,901
-77% -$33.6M 0.02% 474
2018
Q3 		$53.4M Sell
531,201
-181,584
-25% -$19.6M 0.1% 190
2018
Q2 		$75.2M Buy
712,785
+132,066
+23% +$13.6M 0.14% 134
2018
Q1 		$50.6M Buy
580,719
+140,194
+32% +$13.2M 0.1% 199
2017
Q4 		$39.6M Buy
440,525
+318,714
+262% +$26.6M 0.08% 240
2017
Q3 		$9.78M Buy
+121,811
New +$9.16M 0.02% 454

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aberdeen Group's EVR Position: Q1 2020 in Review

Aberdeen Group sold out of Evercore (EVR) in Q1 2020, closing a stake of 120,400 shares — an estimated $9M sold.

Aberdeen Group first reported a position in EVR in Q3 2017 and held it in 10 quarters. The position peaked at $75.2M in Q2 2018. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • Aberdeen Group reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • Aberdeen Group sold 120,400 Evercore shares in Q1 2020, an estimated $9M.
  • Aberdeen Group first reported a position in Evercore in Q3 2017 and held it in 10 quarters.
  • Aberdeen Group's Evercore position peaked at $75.2M in Q2 2018.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Aberdeen Group's 13F filing for Q1 2020, filed 13 May 2020.