AlphaOne Investment Services’s Evercore EVR Stock Holding History

AlphaOne Investment Services’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 Q3	–	Sell	-315	Closed	-$28K	–	106
2019 Q2	$28K	Hold	315	–	–	0.02%	151
2019 Q1	$29K	Hold	315	–	–	0.02%	149
2018 Q4	$23K	Sell	315 -35	-10%	-$2.87K	0.01%	154
2018 Q3	$35K	Hold	350	–	–	0.01%	152
2018 Q2	$37K	Hold	350	–	–	0.01%	142
2018 Q1	$31K	Hold	350	–	–	0.01%	349
2017 Q4	$32K	Sell	350 -225	-39%	-$18.8K	0.01%	238
2017 Q3	$46K	Buy	+575	New	+$43.2K	0.01%	216
2014 Q2	–	Sell	-12,556	Closed	-$693K	–	128
2014 Q1	$693K	Sell	12,556 -84	-0.7%	-$4.8K	0.16%	109
2013 Q4	$756K	Sell	12,640 -600	-5%	-$31.9K	0.16%	109
2013 Q3	$652K	Hold	13,240	–	–	0.17%	124
2013 Q2	$520K	Buy	+13,240	New	+$513K	0.14%	141

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

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

AlphaOne Investment Services's EVR Position: Q3 2019 in Review

AlphaOne Investment Services sold out of Evercore (EVR) in Q3 2019, closing a stake of 315 shares — an estimated $28K sold.

AlphaOne Investment Services first reported a position in EVR in Q2 2013 and held it in 12 quarters. The position peaked at $756K in Q4 2013. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

AlphaOne Investment Services reported no remaining Evercore position as of Q3 2019 after selling out during the quarter.
AlphaOne Investment Services sold 315 Evercore shares in Q3 2019, an estimated $28K.
AlphaOne Investment Services first reported a position in Evercore in Q2 2013 and held it in 12 quarters.
AlphaOne Investment Services's Evercore position peaked at $756K in Q4 2013.
340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on AlphaOne Investment Services's 13F filing for Q3 2019, filed 12 Nov 2019.