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Aperio Group’s Evercore EVR Stock Holding History

Aperio Group’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
Q4 		$2.62M Buy
23,878
+2,118
+10% +$189K 0.01% 1109
2020
Q3 		$1.42M Buy
21,760
+1,412
+7% +$85.7K ﹤0.01% 1272
2020
Q2 		$1.2M Buy
20,348
+2,289
+13% +$124K ﹤0.01% 1335
2020
Q1 		$832K Buy
18,059
+9,598
+113% +$643K ﹤0.01% 1386
2019
Q4 		$633K Sell
8,461
-3,153
-27% -$240K ﹤0.01% 1675
2019
Q3 		$930K Sell
11,614
-2,421
-17% -$201K ﹤0.01% 1435
2019
Q2 		$1.24M Sell
14,035
-2,811
-17% -$250K 0.01% 1294
2019
Q1 		$1.53M Sell
16,846
-4,895
-23% -$430K 0.01% 1160
2018
Q4 		$1.56M Buy
21,741
+5,065
+30% +$416K 0.01% 1088
2018
Q3 		$1.68M Buy
16,676
+324
+2% +$34.9K 0.01% 1131
2018
Q2 		$1.72M Buy
16,352
+7,023
+75% +$724K 0.01% 1093
2018
Q1 		$813K Sell
9,329
-880
-9% -$82.9K ﹤0.01% 1438
2017
Q4 		$919K Buy
10,209
+824
+9% +$68.7K ﹤0.01% 1349
2017
Q3 		$753K Buy
9,385
+316
+3% +$23.8K ﹤0.01% 1439
2017
Q2 		$639K Buy
9,069
+90
+1% +$6.54K ﹤0.01% 1506
2017
Q1 		$699K Buy
8,979
+1,035
+13% +$80.4K ﹤0.01% 1351
2016
Q4 		$546K Buy
7,944
+1,734
+28% +$107K ﹤0.01% 1459
2016
Q3 		$320K Buy
6,210
+117
+2% +$5.88K ﹤0.01% 1680
2016
Q2 		$269K Sell
6,093
-402
-6% -$20K ﹤0.01% 1704
2016
Q1 		$336K Buy
6,495
+672
+12% +$32.1K ﹤0.01% 1586
2015
Q4 		$315K Buy
5,823
+263
+5% +$14.2K ﹤0.01% 1585
2015
Q3 		$279K Buy
5,560
+110
+2% +$6.03K ﹤0.01% 1599
2015
Q2 		$294K Buy
5,450
+357
+7% +$18.2K ﹤0.01% 1648
2015
Q1 		$263K Buy
+5,093
New +$259K ﹤0.01% 1661

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aperio Group's EVR Position: Q4 2020 in Review

Aperio Group increased its Evercore (EVR) stake by 9.7% in Q4 2020, buying an estimated $189K and bringing the position to 23,878 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #1109.

Aperio Group first reported a position in EVR in Q1 2015 and has held it in 24 quarters since. 351 funds tracked by Wall St. Rank hold EVR as of Q4 2020.

  • Aperio Group held 23,878 shares of Evercore worth $2.62M as of Q4 2020.
  • Aperio Group bought 2,118 Evercore shares in Q4 2020, an estimated $189K.
  • Evercore made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1109 holding.
  • Aperio Group first reported a position in Evercore in Q1 2015 and has held it in 24 quarters since.
  • 351 funds tracked by Wall St. Rank held Evercore as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.