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AHL Partners’s Evercore EVR Stock Holding History

AHL Partners’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
2017
Q4 		$13.1M Buy
145,496
+53,936
+59% +$4.5M 0.2% 104
2017
Q3 		$7.35M Sell
91,560
-23,426
-20% -$1.76M 0.13% 276
2017
Q2 		$8.11M Buy
114,986
+64,869
+129% +$4.72M 0.17% 171
2017
Q1 		$3.9M Buy
50,117
+1,694
+3% +$132K 0.09% 426
2016
Q4 		$3.33M Buy
48,423
+15,214
+46% +$935K 0.1% 373
2016
Q3 		$1.71M Buy
+33,209
New +$1.67M 0.06% 422
2015
Q3 		– Sell
-110,966
Closed -$5.99M – 722
2015
Q2 		$5.99M Buy
110,966
+17,119
+18% +$873K 0.24% 113
2015
Q1 		$4.85M Buy
93,847
+40,080
+75% +$2.04M 0.19% 199
2014
Q4 		$2.82M Sell
53,767
-23,216
-30% -$1.16M 0.15% 264
2014
Q3 		$3.62M Buy
+76,983
New +$3.99M 0.28% 108

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AHL Partners's EVR Position: Q4 2017 in Review

AHL Partners increased its Evercore (EVR) stake by 59% in Q4 2017, buying an estimated $4.5M and bringing the position to 145,496 shares worth $13.1M. The position accounts for 0.2% of the portfolio, ranked #104.

AHL Partners first reported a position in EVR in Q3 2014 and has held it in 10 quarters since. 329 funds tracked by Wall St. Rank hold EVR as of Q4 2017.

  • AHL Partners held 145,496 shares of Evercore worth $13.1M as of Q4 2017.
  • AHL Partners bought 53,936 Evercore shares in Q4 2017, an estimated $4.5M.
  • Evercore made up 0.2% of AHL Partners's portfolio in Q4 2017, its #104 holding.
  • AHL Partners first reported a position in Evercore in Q3 2014 and has held it in 10 quarters since.
  • 329 funds tracked by Wall St. Rank held Evercore as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.