Alpine Woods Capital Investors’s Evercore EVR Stock Holding History

Alpine Woods Capital Investors’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
2018 Q2	–	Sell	-122,300	Closed	-$10.7M	–	294
2018 Q1	$10.7M	Buy	122,300 +41,800	+52%	+$3.94M	0.57%	69
2017 Q4	$7.25M	Sell	80,500 -17,000	-17%	-$1.42M	0.36%	96
2017 Q3	$7.82M	Sell	97,500 -24,500	-20%	-$1.84M	0.4%	90
2017 Q2	$8.6M	Hold	122,000	–	–	0.46%	80
2017 Q1	$9.5M	Buy	122,000 +7,000	+6%	+$543K	0.51%	75
2016 Q4	$7.9M	Sell	115,000 -1,500	-1%	-$92.2K	0.44%	85
2016 Q3	$6M	Sell	116,500 -500	-0.4%	-$25.1K	0.33%	96
2016 Q2	$5.17M	Buy	+117,000	New	+$5.83M	0.31%	104
2014 Q4	–	Sell	-10,000	Closed	-$470K	–	452
2014 Q3	$470K	Hold	10,000	–	–	0.03%	339
2014 Q2	$576	Buy	+10,000	New	+$549K	0.01%	308

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Alpine Woods Capital Investors's EVR Position: Q2 2018 in Review

Alpine Woods Capital Investors sold out of Evercore (EVR) in Q2 2018, closing a stake of 122,300 shares — an estimated $10.7M sold.

Alpine Woods Capital Investors first reported a position in EVR in Q2 2014 and held it in 10 quarters. The position peaked at $10.7M in Q1 2018. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

Alpine Woods Capital Investors reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 122,300 Evercore shares in Q2 2018, an estimated $10.7M.
Alpine Woods Capital Investors first reported a position in Evercore in Q2 2014 and held it in 10 quarters.
Alpine Woods Capital Investors's Evercore position peaked at $10.7M in Q1 2018.
366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2018, filed 9 Aug 2018.