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AJO LP’s Evercore EVR Stock Holding History

AJO LP’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
2019
Q2 		– Sell
-964,298
Closed -$87.8M – 669
2019
Q1 		$87.8M Buy
+964,298
New +$84.7M 0.45% 68
2018
Q4 		– Sell
-339,177
Closed -$34.1M – 658
2018
Q3 		$34.1M Sell
339,177
-138,731
-29% -$14.9M 0.16% 142
2018
Q2 		$50.4M Buy
477,908
+103,623
+28% +$10.7M 0.23% 127
2018
Q1 		$32.6M Sell
374,285
-57,107
-13% -$5.38M 0.15% 145
2017
Q4 		$38.8M Sell
431,392
-103,831
-19% -$8.66M 0.17% 140
2017
Q3 		$43M Sell
535,223
-16,557
-3% -$1.24M 0.19% 141
2017
Q2 		$38.9M Buy
551,780
+501,018
+987% +$36.4M 0.17% 139
2017
Q1 		$3.95M Buy
+50,762
New +$3.94M 0.02% 308
2016
Q3 		– Sell
-132,074
Closed -$5.84M – 525
2016
Q2 		$5.84M Hold
132,074
– – 0.03% 257
2016
Q1 		$6.83M Buy
+132,074
New +$6.31M 0.03% 254

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AJO LP's EVR Position: Q2 2019 in Review

AJO LP sold out of Evercore (EVR) in Q2 2019, closing a stake of 964,298 shares — an estimated $87.8M sold.

AJO LP first reported a position in EVR in Q1 2016 and held it in 10 quarters. The position peaked at $87.8M in Q1 2019. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • AJO LP reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • AJO LP sold 964,298 Evercore shares in Q2 2019, an estimated $87.8M.
  • AJO LP first reported a position in Evercore in Q1 2016 and held it in 10 quarters.
  • AJO LP's Evercore position peaked at $87.8M in Q1 2019.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on AJO LP's 13F filing for Q2 2019, filed 14 Aug 2019.