B
EVR icon

Barings’s Evercore EVR Stock Holding History

Barings’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
Q1 		– Sell
-3,700
Closed -$278K – 573
2019
Q4 		$278K Buy
+3,700
New +$282K 0.01% 541
2019
Q2 		– Sell
-9,200
Closed -$837K – 713
2019
Q1 		$837K Buy
+9,200
New +$808K 0.02% 430
2018
Q4 		– Sell
-2,100
Closed -$211K – 706
2018
Q3 		$211K Hold
2,100
– – ﹤0.01% 751
2018
Q2 		$221K Buy
+2,100
New +$217K ﹤0.01% 774

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barings's EVR Position: Q1 2020 in Review

Barings sold out of Evercore (EVR) in Q1 2020, closing a stake of 3,700 shares — an estimated $278K sold.

Barings first reported a position in EVR in Q2 2018 and held it in 4 quarters. The position peaked at $837K in Q1 2019. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • Barings reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • Barings sold 3,700 Evercore shares in Q1 2020, an estimated $278K.
  • Barings first reported a position in Evercore in Q2 2018 and held it in 4 quarters.
  • Barings's Evercore position peaked at $837K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Barings's 13F filing for Q1 2020, filed 15 May 2020.