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Apex Capital Management’s Evercore EVR Stock Holding History

Apex Capital Management’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
2014
Q4 		– Sell
-491,500
Closed -$23.1M – 256
2014
Q3 		$23.1M Sell
491,500
-97,028
-16% -$5.03M 0.7% 59
2014
Q2 		$33.9M Buy
588,528
+65,678
+13% +$3.6M 1.04% 37
2014
Q1 		$28.9M Buy
522,850
+27,763
+6% +$1.59M 1.02% 44
2013
Q4 		$29.6M Buy
495,087
+25,428
+5% +$1.35M 1.11% 38
2013
Q3 		$23.1M Buy
469,659
+29,700
+7% +$1.37M 1.01% 44
2013
Q2 		$17.3M Buy
+439,959
New +$17M 0.84% 53

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Apex Capital Management's EVR Position: Q4 2014 in Review

Apex Capital Management sold out of Evercore (EVR) in Q4 2014, closing a stake of 491,500 shares — an estimated $23.1M sold.

Apex Capital Management first reported a position in EVR in Q2 2013 and held it in 6 quarters. The position peaked at $33.9M in Q2 2014. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Apex Capital Management reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Apex Capital Management sold 491,500 Evercore shares in Q4 2014, an estimated $23.1M.
  • Apex Capital Management first reported a position in Evercore in Q2 2013 and held it in 6 quarters.
  • Apex Capital Management's Evercore position peaked at $33.9M in Q2 2014.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Apex Capital Management's 13F filing for Q4 2014, filed 20 Jan 2015.