BPM
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Bowling Portfolio Management’s Evercore EVR Stock Holding History

Bowling Portfolio 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
Q4 		– Sell
-4,412
Closed -$353K – 341
2019
Q3 		$353K Sell
4,412
-83
-2% -$6.88K 0.06% 297
2019
Q2 		$398K Sell
4,495
-1,054
-19% -$93.8K 0.07% 284
2019
Q1 		$505K Buy
+5,549
New +$487K 0.08% 292
2018
Q1 		– Sell
-25,278
Closed -$2.27M – 370
2017
Q4 		$2.27M Buy
25,278
+15,379
+155% +$1.28M 0.3% 102
2017
Q3 		$794K Sell
9,899
-9,231
-48% -$694K 0.12% 255
2017
Q2 		$1.35M Buy
+19,130
New +$1.39M 0.2% 155

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return