BIT
EVR icon

BlackRock Institutional Trust’s Evercore EVR Stock Holding History

BlackRock Institutional 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
2016
Q4 		$85M Buy
1,237,589
+45,147
+4% +$2.78M 0.01% 1026
2016
Q3 		$61.4M Buy
1,192,442
+164,647
+16% +$8.28M 0.01% 1145
2016
Q2 		$45.4M Buy
1,027,795
+76,851
+8% +$3.83M 0.01% 1298
2016
Q1 		$49.2M Buy
950,944
+4,765
+0.5% +$228K 0.01% 1234
2015
Q4 		$51.2M Buy
946,179
+64,305
+7% +$3.47M 0.01% 1228
2015
Q3 		$44.3M Sell
881,874
-32,360
-4% -$1.77M 0.01% 1297
2015
Q2 		$49.3M Buy
914,234
+54,434
+6% +$2.78M 0.01% 1305
2015
Q1 		$44.4M Sell
859,800
-62,330
-7% -$3.17M 0.01% 1392
2014
Q4 		$48.3M Sell
922,130
-153,169
-14% -$7.67M 0.01% 1320
2014
Q3 		$50.5M Buy
1,075,299
+194,314
+22% +$10.1M 0.01% 1241
2014
Q2 		$50.8M Buy
880,985
+7,865
+0.9% +$432K 0.01% 1314
2014
Q1 		$48.2M Buy
873,120
+39,268
+5% +$2.25M 0.01% 1303
2013
Q4 		$49.8M Sell
833,852
-74,840
-8% -$3.98M 0.01% 1259
2013
Q3 		$44.7M Buy
908,692
+82,422
+10% +$3.79M 0.01% 1273
2013
Q2 		$32.5M Buy
+826,270
New +$32M 0.01% 1443

Other funds holding EVR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return