BlueCrest Capital Management’s Evercore EVR Stock Holding History

BlueCrest 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
2023 Q2	–	Sell	-12,153	Closed	-$1.4M	–	234
2023 Q1	$1.4M	Buy	+12,153	New	+$1.51M	0.05%	130
2019 Q1	–	Sell	-2,989	Closed	-$214K	–	1215
2018 Q4	$214K	Sell	2,989 -26,060	-90%	-$2.14M	0.01%	629
2018 Q3	$2.92M	Sell	29,049 -16,655	-36%	-$1.79M	0.08%	182
2018 Q2	$4.82M	Buy	45,704 +15,264	+50%	+$1.57M	0.12%	177
2018 Q1	$2.65M	Buy	+30,440	New	+$2.87M	0.08%	249
2017 Q4	–	Sell	-20,929	Closed	-$1.68M	–	903
2017 Q3	$1.68M	Buy	+20,929	New	+$1.57M	0.07%	279

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlueCrest Capital Management's EVR Position: Q2 2023 in Review

BlueCrest Capital Management sold out of Evercore (EVR) in Q2 2023, closing a stake of 12,153 shares — an estimated $1.4M sold.

BlueCrest Capital Management first reported a position in EVR in Q3 2017 and held it in 6 quarters. The position peaked at $4.82M in Q2 2018. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

BlueCrest Capital Management reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
BlueCrest Capital Management sold 12,153 Evercore shares in Q2 2023, an estimated $1.4M.
BlueCrest Capital Management first reported a position in Evercore in Q3 2017 and held it in 6 quarters.
BlueCrest Capital Management's Evercore position peaked at $4.82M in Q2 2018.
399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on BlueCrest Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.