BIM
EVR icon

Bogle Investment Management’s Evercore EVR Stock Holding History

Bogle 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
2019
Q2 		– Sell
-10,159
Closed -$924K – 294
2019
Q1 		$924K Sell
10,159
-90,663
-90% -$7.96M 0.07% 201
2018
Q4 		$7.21M Buy
100,822
+16,993
+20% +$1.4M 0.56% 75
2018
Q3 		$8.43M Sell
83,829
-54,019
-39% -$5.82M 0.61% 68
2018
Q2 		$14.5M Sell
137,848
-9,175
-6% -$946K 1.05% 13
2018
Q1 		$12.8M Buy
147,023
+130,733
+803% +$12.3M 0.96% 41
2017
Q4 		$1.47M Buy
+16,290
New +$1.36M 0.11% 172
2014
Q2 		– Sell
-12,864
Closed -$710K – 347
2014
Q1 		$710K Sell
12,864
-23,865
-65% -$1.37M 0.05% 289
2013
Q4 		$2.19M Buy
36,729
+26,227
+250% +$1.4M 0.19% 157
2013
Q3 		$517K Sell
10,502
-32,900
-76% -$1.51M 0.05% 267
2013
Q2 		$1.7M Buy
+43,402
New +$1.68M 0.21% 153

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bogle Investment Management's EVR Position: Q2 2019 in Review

Bogle Investment Management sold out of Evercore (EVR) in Q2 2019, closing a stake of 10,159 shares — an estimated $924K sold.

Bogle Investment Management first reported a position in EVR in Q2 2013 and held it in 10 quarters. The position peaked at $14.5M in Q2 2018. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • Bogle Investment Management reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • Bogle Investment Management sold 10,159 Evercore shares in Q2 2019, an estimated $924K.
  • Bogle Investment Management first reported a position in Evercore in Q2 2013 and held it in 10 quarters.
  • Bogle Investment Management's Evercore position peaked at $14.5M in Q2 2018.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Bogle Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.