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 $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AEGON Asset Management (UK)'s EVR Position: Q1 2020 in Review

AEGON Asset Management (UK) sold out of Evercore (EVR) in Q1 2020, closing a stake of 24,964 shares — an estimated $1.87M sold.

AEGON Asset Management (UK) first reported a position in EVR in Q1 2015 and held it in 14 quarters. The position peaked at $8.34M in Q2 2018. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

AEGON Asset Management (UK) reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
AEGON Asset Management (UK) sold 24,964 Evercore shares in Q1 2020, an estimated $1.87M.
AEGON Asset Management (UK) first reported a position in Evercore in Q1 2015 and held it in 14 quarters.
AEGON Asset Management (UK)'s Evercore position peaked at $8.34M in Q2 2018.
289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on AEGON Asset Management (UK)'s 13F filing for Q1 2020, filed 30 Apr 2020.