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Advisor Group’s Evercore EVR Stock Holding History

Advisor 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
2019
Q4 		$244K Sell
3,275
-705
-18% -$53.7K ﹤0.01% 2230
2019
Q3 		$319K Buy
3,980
+745
+23% +$61.7K ﹤0.01% 1961
2019
Q2 		$287K Sell
3,235
-999
-24% -$88.9K ﹤0.01% 2035
2019
Q1 		$386K Buy
4,234
+673
+19% +$59.1K ﹤0.01% 1776
2018
Q4 		$254K Sell
3,561
-549
-13% -$45.1K ﹤0.01% 1919
2018
Q3 		$413K Buy
4,110
+1,890
+85% +$204K ﹤0.01% 1610
2018
Q2 		$235K Sell
2,220
-122
-5% -$12.6K ﹤0.01% 1851
2018
Q1 		$204K Sell
2,342
-105
-4% -$9.89K ﹤0.01% 1962
2017
Q4 		$219K Buy
2,447
+673
+38% +$56.1K ﹤0.01% 1921
2017
Q3 		$142K Buy
1,774
+553
+45% +$41.6K ﹤0.01% 2115
2017
Q2 		$87K Buy
1,221
+242
+25% +$17.6K ﹤0.01% 2418
2017
Q1 		$77K Buy
979
+507
+107% +$39.4K ﹤0.01% 2358
2016
Q4 		$33K Buy
472
+41
+10% +$2.52K ﹤0.01% 2898
2016
Q3 		$22K Sell
431
-608
-59% -$30.6K ﹤0.01% 3083
2016
Q2 		$43K Buy
+1,039
New +$51.7K ﹤0.01% 2525

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

Advisor Group's EVR Position: Q4 2019 in Review

Advisor Group reduced its Evercore (EVR) stake by 18% in Q4 2019, selling an estimated $53.7K and leaving 3,275 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Advisor Group first reported a position in EVR in Q2 2016 and has held it in 15 quarters since. The position peaked at $413K in Q3 2018. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Advisor Group held 3,275 shares of Evercore worth $244K as of Q4 2019.
  • Advisor Group sold 705 Evercore shares in Q4 2019, an estimated $53.7K.
  • Evercore made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2230 holding.
  • Advisor Group first reported a position in Evercore in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Evercore position peaked at $413K in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.