AEGON Asset Management (UK)’s Evercore EVR Stock Holding History

AEGON Asset Management (UK)’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
2020 Q1	–	Sell	-24,964	Closed	-$1.87M	–	174
2019 Q4	$1.87M	Buy	24,964 +6,062	+32%	+$462K	0.04%	148
2019 Q3	$1.51M	Hold	18,902	–	–	0.04%	149
2019 Q2	$1.68M	Hold	18,902	–	–	0.05%	139
2019 Q1	$1.72M	Hold	18,902	–	–	0.05%	127
2018 Q4	$1.35M	Sell	18,902 -43,390	-70%	-$3.56M	0.04%	132
2018 Q3	$6.26M	Sell	62,292 -16,784	-21%	-$1.81M	0.15%	83
2018 Q2	$8.34M	Sell	79,076 -1,181	-1%	-$122K	0.2%	78
2018 Q1	$6.99M	Buy	80,257 +57,466	+252%	+$5.41M	0.18%	81
2017 Q4	$2.05M	Sell	22,791 -2,013	-8%	-$168K	0.05%	115
2017 Q3	$1.99M	Buy	+24,804	New	+$1.86M	0.05%	107
2016 Q1	–	Sell	-42,613	Closed	-$2.3M	–	197
2015 Q4	$2.3M	Buy	42,613 +17,285	+68%	+$933K	0.07%	84
2015 Q3	$1.27M	Buy	25,328 +10,408	+70%	+$570K	0.04%	137
2015 Q2	$805K	Sell	14,920 -981	-6%	-$50.1K	0.02%	184
2015 Q1	$821K	Buy	+15,901	New	+$808K	0.02%	171

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return