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AMP Capital Investors’s Evercore EVR Stock Holding History

AMP 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
2020
Q3 		– Sell
-6,253
Closed -$358K – 1268
2020
Q2 		$358K Sell
6,253
-7,711
-55% -$419K ﹤0.01% 988
2020
Q1 		$652K Buy
13,964
+982
+8% +$65.8K ﹤0.01% 846
2019
Q4 		$973K Buy
12,982
+9,543
+277% +$727K 0.01% 860
2019
Q3 		$271K Buy
+3,439
New +$285K ﹤0.01% 1082
2018
Q1 		– Sell
-9,000
Closed -$810K – 1178
2017
Q4 		$810K Sell
9,000
-4,100
-31% -$342K ﹤0.01% 947
2017
Q3 		$1.05M Buy
+13,100
New +$985K 0.01% 862

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AMP Capital Investors's EVR Position: Q3 2020 in Review

AMP Capital Investors sold out of Evercore (EVR) in Q3 2020, closing a stake of 6,253 shares — an estimated $358K sold.

AMP Capital Investors first reported a position in EVR in Q3 2017 and held it in 6 quarters. The position peaked at $1.05M in Q3 2017. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

  • AMP Capital Investors reported no remaining Evercore position as of Q3 2020 after selling out during the quarter.
  • AMP Capital Investors sold 6,253 Evercore shares in Q3 2020, an estimated $358K.
  • AMP Capital Investors first reported a position in Evercore in Q3 2017 and held it in 6 quarters.
  • AMP Capital Investors's Evercore position peaked at $1.05M in Q3 2017.
  • 301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on AMP Capital Investors's 13F filing for Q3 2020, filed 12 Nov 2020.