AIM
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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 $6.73T AUM 46.02% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $4.34B AUM 37.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

abrdn Investment Management's EVR Position: Q2 2017 in Review

abrdn Investment Management reduced its Evercore (EVR) stake by 22% in Q2 2017, selling an estimated $2.51M and leaving 121,811 shares worth $8.58M. The position accounts for 0.03% of the portfolio, ranked #160.

abrdn Investment Management first reported a position in EVR in Q2 2013 and has held it in 17 quarters since. The position peaked at $169M in Q2 2015. 296 funds tracked by Wall St. Rank hold EVR as of Q2 2017.

  • abrdn Investment Management held 121,811 shares of Evercore worth $8.58M as of Q2 2017.
  • abrdn Investment Management sold 34,573 Evercore shares in Q2 2017, an estimated $2.51M.
  • Evercore made up 0.03% of abrdn Investment Management's portfolio in Q2 2017, its #160 holding.
  • abrdn Investment Management first reported a position in Evercore in Q2 2013 and has held it in 17 quarters since.
  • abrdn Investment Management's Evercore position peaked at $169M in Q2 2015.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q2 2017.

Based on abrdn Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.