AIM
EVR icon

abrdn Investment Management’s Evercore EVR Stock Holding History

abrdn Investment 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
2017
Q2 		$8.58M Sell
121,811
-34,573
-22% -$2.51M 0.03% 160
2017
Q1 		$12.2M Buy
156,384
+17,640
+13% +$1.37M 0.04% 155
2016
Q4 		$9.53M Sell
138,744
-232,293
-63% -$14.3M 0.03% 158
2016
Q3 		$19.1M Sell
371,037
-857,585
-70% -$43.1M 0.08% 143
2016
Q2 		$54.3M Sell
1,228,622
-1,125,744
-48% -$56.1M 0.25% 97
2016
Q1 		$122M Sell
2,354,366
-608,419
-21% -$29.1M 0.56% 66
2015
Q4 		$160M Sell
2,962,785
-66,093
-2% -$3.57M 0.68% 55
2015
Q3 		$152M Sell
3,028,878
-94,621
-3% -$5.18M 0.65% 53
2015
Q2 		$169M Sell
3,123,499
-87,575
-3% -$4.47M 0.71% 54
2015
Q1 		$166M Buy
3,211,074
+33,157
+1% +$1.69M 0.68% 55
2014
Q4 		$166M Buy
3,177,917
+1,640,443
+107% +$82.1M 0.66% 54
2014
Q3 		$72.3M Buy
1,537,474
+754,594
+96% +$39.1M 0.27% 104
2014
Q2 		$45.1M Buy
782,880
+477,911
+157% +$26.2M 0.2% 114
2014
Q1 		$16.9M Buy
304,969
+57,646
+23% +$3.3M 0.08% 129
2013
Q4 		$14.8M Buy
247,323
+146,162
+144% +$7.78M 0.08% 139
2013
Q3 		$4.98M Sell
101,161
-2,539
-2% -$117K 0.03% 165
2013
Q2 		$4.07M Buy
+103,700
New +$4.02M 0.03% 166

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return