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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 $6.73T AUM 46.02% 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 $34.3B AUM 22.63% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bowling Portfolio Management's EVR Position: Q4 2019 in Review

Bowling Portfolio Management sold out of Evercore (EVR) in Q4 2019, closing a stake of 4,412 shares — an estimated $353K sold.

Bowling Portfolio Management first reported a position in EVR in Q2 2017 and held it in 6 quarters. The position peaked at $2.27M in Q4 2017. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Bowling Portfolio Management reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 4,412 Evercore shares in Q4 2019, an estimated $353K.
  • Bowling Portfolio Management first reported a position in Evercore in Q2 2017 and held it in 6 quarters.
  • Bowling Portfolio Management's Evercore position peaked at $2.27M in Q4 2017.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Bowling Portfolio Management's 13F filing for Q4 2019, filed 17 Jan 2020.