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Arden Trust’s Evercore EVR Stock Holding History

Arden Trust’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
Q2 		– Sell
-1,300
Closed -$60K – 463
2020
Q1 		$60K Buy
+1,300
New +$87.1K 0.01% 454

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Arden Trust's EVR Position: Q2 2020 in Review

Arden Trust sold out of Evercore (EVR) in Q2 2020, closing a stake of 1,300 shares — an estimated $60K sold.

Arden Trust first reported a position in EVR in Q1 2020 and held it in 1 quarter. The position peaked at $60K in Q1 2020. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • Arden Trust reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 1,300 Evercore shares in Q2 2020, an estimated $60K.
  • Arden Trust first reported a position in Evercore in Q1 2020 and held it in 1 quarter.
  • Arden Trust's Evercore position peaked at $60K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.