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BlueMar Capital Management’s Evercore EVR Stock Holding History

BlueMar 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
2020
Q2 		– Sell
-68,192
Closed -$3.14M – 70
2020
Q1 		$3.14M Buy
68,192
+10,252
+18% +$687K 1.41% 18
2019
Q4 		$4.33M Buy
+57,940
New +$4.42M 1.23% 28
2016
Q4 		– Sell
-46,000
Closed -$2.37M – 66
2016
Q3 		$2.37M Buy
+46,000
New +$2.31M 1.06% 45
2015
Q1 		– Sell
-41,400
Closed -$2.17M – 49
2014
Q4 		$2.17M Buy
+41,400
New +$2.07M 1.16% 29
2014
Q3 		– Sell
-55,600
Closed -$3.21M – 36
2014
Q2 		$3.21M Sell
55,600
-24,849
-31% -$1.36M 2.67% 17
2014
Q1 		$4.45M Sell
80,449
-15,100
-16% -$864K 2.85% 17
2013
Q4 		$5.71M Buy
+95,549
New +$5.09M 3.18% 10

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

BlueMar Capital Management's EVR Position: Q2 2020 in Review

BlueMar Capital Management sold out of Evercore (EVR) in Q2 2020, closing a stake of 68,192 shares — an estimated $3.14M sold.

BlueMar Capital Management first reported a position in EVR in Q4 2013 and held it in 7 quarters. The position peaked at $5.71M in Q4 2013. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • BlueMar Capital Management reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • BlueMar Capital Management sold 68,192 Evercore shares in Q2 2020, an estimated $3.14M.
  • BlueMar Capital Management first reported a position in Evercore in Q4 2013 and held it in 7 quarters.
  • BlueMar Capital Management's Evercore position peaked at $5.71M in Q4 2013.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on BlueMar Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.