AIM
EVR icon

Advantage Investment Management’s Evercore EVR Stock Holding History

Advantage 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
2019
Q3 		$3K Hold
39
– – ﹤0.01% 817
2019
Q2 		$3K Hold
39
– – ﹤0.01% 830
2019
Q1 		$4K Buy
39
+4
+11% +$351 ﹤0.01% 786
2018
Q4 		$3K Buy
+35
New +$2.87K ﹤0.01% 845
2018
Q3 		– Sell
-88
Closed -$9K – 1027
2018
Q2 		$9K Hold
88
– – 0.01% 663
2018
Q1 		$8K Hold
88
– – ﹤0.01% 710
2017
Q4 		$8K Sell
88
-78
-47% -$6.51K ﹤0.01% 728
2017
Q3 		$13K Hold
166
– – ﹤0.01% 628
2017
Q2 		$12K Buy
+166
New +$12.1K ﹤0.01% 664

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advantage Investment Management's EVR Position: Q3 2019 in Review

Advantage Investment Management held its Evercore (EVR) position steady in Q3 2019 at 39 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Advantage Investment Management first reported a position in EVR in Q2 2017 and has held it in 9 quarters since. The position peaked at $13K in Q3 2017. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • Advantage Investment Management held 39 shares of Evercore worth $3K as of Q3 2019.
  • Advantage Investment Management left its Evercore share count unchanged in Q3 2019.
  • Evercore made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #817 holding.
  • Advantage Investment Management first reported a position in Evercore in Q2 2017 and has held it in 9 quarters since.
  • Advantage Investment Management's Evercore position peaked at $13K in Q3 2017.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.