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Alpha Windward’s Evercore EVR Stock Holding History

Alpha Windward’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
Q2 		– Sell
-6,171
Closed -$284K – 443
2020
Q1 		$284K Buy
6,171
+6,000
+3,509% +$402K 0.25% 151
2019
Q4 		$13K Buy
171
+35
+26% +$2.67K 0.01% 357
2019
Q3 		$11K Hold
136
– – 0.01% 363
2019
Q2 		$12K Buy
+136
New +$12.1K 0.01% 360
2018
Q4 		– Sell
-298
Closed -$30K – 414
2018
Q3 		$30K Hold
298
– – 0.02% 346
2018
Q2 		$31K Sell
298
-66
-18% -$6.81K 0.02% 340
2018
Q1 		$32K Hold
364
– – 0.02% 329
2017
Q4 		$33K Buy
+364
New +$30.4K 0.02% 326

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Alpha Windward's EVR Position: Q2 2020 in Review

Alpha Windward sold out of Evercore (EVR) in Q2 2020, closing a stake of 6,171 shares — an estimated $284K sold.

Alpha Windward first reported a position in EVR in Q4 2017 and held it in 8 quarters. The position peaked at $284K in Q1 2020. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • Alpha Windward reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • Alpha Windward sold 6,171 Evercore shares in Q2 2020, an estimated $284K.
  • Alpha Windward first reported a position in Evercore in Q4 2017 and held it in 8 quarters.
  • Alpha Windward's Evercore position peaked at $284K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Alpha Windward's 13F filing for Q2 2020, filed 13 Jul 2020.