AR
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Advisory Research’s Evercore EVR Stock Holding History

Advisory Research’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
2018
Q4 		– Sell
-11,329
Closed -$1.14M – 372
2018
Q3 		$1.14M Sell
11,329
-14,306
-56% -$1.54M 0.02% 251
2018
Q2 		$2.7M Sell
25,635
-3,832
-13% -$395K 0.04% 186
2018
Q1 		$2.57M Sell
29,467
-10,450
-26% -$984K 0.05% 193
2017
Q4 		$3.59M Buy
39,917
+15,838
+66% +$1.32M 0.06% 171
2017
Q3 		$1.93M Buy
24,079
+1,734
+8% +$130K 0.03% 223
2017
Q2 		$1.57M Buy
22,345
+369
+2% +$26.8K 0.02% 255
2017
Q1 		$1.71M Sell
21,976
-3,509
-14% -$272K 0.03% 265
2016
Q4 		$1.75M Buy
+25,485
New +$1.57M 0.03% 223

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return