BIM
EVR icon

BlackRock Investment Management’s Evercore EVR Stock Holding History

BlackRock Investment 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
2016
Q4 		$9.94M Sell
144,628
-2,156
-1% -$133K 0.01% 1120
2016
Q3 		$7.56M Buy
146,784
+1,026
+0.7% +$51.6K 0.01% 1192
2016
Q2 		$6.44M Buy
145,758
+27,652
+23% +$1.38M 0.01% 1257
2016
Q1 		$6.11M Buy
118,106
+1,736
+1% +$83K 0.01% 1241
2015
Q4 		$6.29M Buy
116,370
+739
+0.6% +$39.9K 0.01% 1236
2015
Q3 		$5.81M Sell
115,631
-1,840
-2% -$101K 0.01% 1276
2015
Q2 		$6.34M Buy
117,471
+25,757
+28% +$1.31M 0.01% 1317
2015
Q1 		$4.74M Sell
91,714
-18,054
-16% -$918K 0.01% 1404
2014
Q4 		$5.75M Sell
109,768
-1,363
-1% -$68.2K 0.01% 1268
2014
Q3 		$5.22M Buy
111,131
+1,701
+2% +$88.1K 0.01% 1310
2014
Q2 		$6.31M Buy
109,430
+2,835
+3% +$156K 0.01% 1242
2014
Q1 		$5.89M Buy
106,595
+1,801
+2% +$103K 0.01% 1246
2013
Q4 		$6.26M Sell
104,794
-1,144
-1% -$60.9K 0.01% 1195
2013
Q3 		$5.21M Buy
105,938
+22,430
+27% +$1.03M 0.01% 1261
2013
Q2 		$3.28M Buy
+83,508
New +$3.24M 0.01% 1498

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $530B 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

BlackRock Investment Management's EVR Position: Q4 2016 in Review

BlackRock Investment Management reduced its Evercore (EVR) stake by 1.5% in Q4 2016, selling an estimated $133K and leaving 144,628 shares worth $9.94M. The position accounts for 0.01% of the portfolio, ranked #1120.

BlackRock Investment Management first reported a position in EVR in Q2 2013 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold EVR as of Q4 2016.

  • BlackRock Investment Management held 144,628 shares of Evercore worth $9.94M as of Q4 2016.
  • BlackRock Investment Management sold 2,156 Evercore shares in Q4 2016, an estimated $133K.
  • Evercore made up 0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1120 holding.
  • BlackRock Investment Management first reported a position in Evercore in Q2 2013 and has held it in 15 quarters since.
  • 268 funds tracked by Wall St. Rank held Evercore as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.