BA
EVR icon

Boston Advisors’s Evercore EVR Stock Holding History

Boston Advisors’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
Q3 		$3.82M Buy
47,664
+3,108
+7% +$258K 0.2% 134
2019
Q2 		$3.95M Sell
44,556
-28,266
-39% -$2.52M 0.21% 134
2019
Q1 		$6.63M Buy
72,822
+18,389
+34% +$1.61M 0.34% 79
2018
Q4 		$3.9M Sell
54,433
-34,128
-39% -$2.8M 0.23% 123
2018
Q3 		$8.9M Buy
88,561
+24,708
+39% +$2.66M 0.39% 59
2018
Q2 		$6.73M Buy
63,853
+9,163
+17% +$945K 0.17% 125
2018
Q1 		$4.77M Buy
54,690
+16,359
+43% +$1.54M 0.12% 181
2017
Q4 		$3.45M Sell
38,331
-49,351
-56% -$4.12M 0.07% 248
2017
Q3 		$7.04M Sell
87,682
-3,045
-3% -$229K 0.16% 160
2017
Q2 		$6.4M Sell
90,727
-5,951
-6% -$433K 0.15% 177
2017
Q1 		$7.53M Sell
96,678
-17,800
-16% -$1.38M 0.18% 159
2016
Q4 		$7.87M Sell
114,478
-859
-0.7% -$52.8K 0.19% 155
2016
Q3 		$5.94M Sell
115,337
-11,081
-9% -$557K 0.15% 169
2016
Q2 		$5.59M Sell
126,418
-210
-0.2% -$10.5K 0.14% 188
2016
Q1 		$6.55M Sell
126,628
-30,996
-20% -$1.48M 0.16% 158
2015
Q4 		$8.52M Buy
157,624
+137,006
+664% +$7.4M 0.2% 148
2015
Q3 		$1.04M Buy
20,618
+9,590
+87% +$525K 0.04% 373
2015
Q2 		$595K Sell
11,028
-1,049
-9% -$53.5K 0.02% 433
2015
Q1 		$624K Sell
12,077
-1,675
-12% -$85.1K 0.02% 408
2014
Q4 		$720K Sell
13,752
-6,611
-32% -$331K 0.03% 299
2014
Q3 		$957K Sell
20,363
-2,300
-10% -$119K 0.04% 278
2014
Q2 		$1.31M Sell
22,663
-548
-2% -$30.1K 0.06% 254
2014
Q1 		$1.28M Buy
23,211
+600
+3% +$34.3K 0.06% 248
2013
Q4 		$1.35M Buy
22,611
+916
+4% +$48.8K 0.06% 235
2013
Q3 		$1.07M Buy
21,695
+14,365
+196% +$661K 0.06% 246
2013
Q2 		$288K Buy
+7,330
New +$284K 0.01% 411

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Advisors's EVR Position: Q3 2019 in Review

Boston Advisors increased its Evercore (EVR) stake by 7% in Q3 2019, buying an estimated $258K and bringing the position to 47,664 shares worth $3.82M. The position accounts for 0.2% of the portfolio, ranked #134.

Boston Advisors first reported a position in EVR in Q2 2013 and has held it in 26 quarters since. The position peaked at $8.9M in Q3 2018. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • Boston Advisors held 47,664 shares of Evercore worth $3.82M as of Q3 2019.
  • Boston Advisors bought 3,108 Evercore shares in Q3 2019, an estimated $258K.
  • Evercore made up 0.2% of Boston Advisors's portfolio in Q3 2019, its #134 holding.
  • Boston Advisors first reported a position in Evercore in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's Evercore position peaked at $8.9M in Q3 2018.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.