Bridgeway Capital Management’s Evercore EVR Stock Holding History

Bridgeway 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
2018 Q4	–	Sell	-7,300	Closed	-$734K	–	1398
2018 Q3	$734K	Hold	7,300	–	–	0.01%	1028
2018 Q2	$770K	Hold	7,300	–	–	0.01%	984
2018 Q1	$637K	Buy	7,300 +900	+14%	+$84.8K	0.01%	1014
2017 Q4	$576K	Buy	6,400 +900	+16%	+$75.1K	0.01%	1048
2017 Q3	$441K	Hold	5,500	–	–	0.01%	1127
2017 Q2	$388K	Buy	+5,500	New	+$400K	﹤0.01%	1155
2016 Q4	–	Sell	-4,400	Closed	-$227K	–	1423
2016 Q3	$227K	Buy	+4,400	New	+$221K	﹤0.01%	1299

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bridgeway Capital Management's EVR Position: Q4 2018 in Review

Bridgeway Capital Management sold out of Evercore (EVR) in Q4 2018, closing a stake of 7,300 shares — an estimated $734K sold.

Bridgeway Capital Management first reported a position in EVR in Q3 2016 and held it in 7 quarters. The position peaked at $770K in Q2 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

Bridgeway Capital Management reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
Bridgeway Capital Management sold 7,300 Evercore shares in Q4 2018, an estimated $734K.
Bridgeway Capital Management first reported a position in Evercore in Q3 2016 and held it in 7 quarters.
Bridgeway Capital Management's Evercore position peaked at $770K in Q2 2018.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Bridgeway Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.