AGF Investments Inc’s Evercore EVR Stock Holding History

AGF Investments Inc’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 Q4	–	Sell	-45	Closed	-$3K	–	746
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	733
2020 Q2	$3K	Buy	45 +1	+2%	+$54	﹤0.01%	725
2020 Q1	$2K	Buy	+44	New	+$2.95K	﹤0.01%	729
2019 Q3	–	Sell	-75,000	Closed	-$6.64M	–	350
2019 Q2	$6.64M	Sell	75,000 -25,201	-25%	-$2.24M	0.08%	169
2019 Q1	$9.12M	Hold	100,201	–	–	0.1%	156
2018 Q4	$7.17M	Hold	100,201	–	–	0.09%	165
2018 Q3	$10.1M	Buy	100,201 +15,000	+18%	+$1.62M	0.1%	157
2018 Q2	$8.98M	Hold	85,201	–	–	0.09%	160
2018 Q1	$7.43M	Sell	85,201 -117	-0.1%	-$11K	0.08%	186
2017 Q4	$7.68M	Hold	85,318	–	–	0.07%	192
2017 Q3	$6.85M	Hold	85,318	–	–	0.07%	187
2017 Q2	$6.02M	Hold	85,318	–	–	0.07%	188
2017 Q1	$6.64M	Sell	85,318 -192	-0.2%	-$14.9K	0.07%	191
2016 Q4	$5.87M	Buy	+85,510	New	+$5.26M	0.07%	198

Other funds holding EVR

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Investments Inc's EVR Position: Q4 2020 in Review

AGF Investments Inc sold out of Evercore (EVR) in Q4 2020, closing a stake of 45 shares — an estimated $3K sold.

AGF Investments Inc first reported a position in EVR in Q4 2016 and held it in 14 quarters. The position peaked at $10.1M in Q3 2018. 351 funds tracked by Wall St. Rank hold EVR as of Q4 2020.

AGF Investments Inc reported no remaining Evercore position as of Q4 2020 after selling out during the quarter.
AGF Investments Inc sold 45 Evercore shares in Q4 2020, an estimated $3K.
AGF Investments Inc first reported a position in Evercore in Q4 2016 and held it in 14 quarters.
AGF Investments Inc's Evercore position peaked at $10.1M in Q3 2018.
351 funds tracked by Wall St. Rank held Evercore as of Q4 2020.

Based on AGF Investments Inc's 13F filing for Q4 2020, filed 8 Feb 2021.