Brinker Capital
EVR icon

Brinker Capital’s Evercore EVR Stock Holding History

Brinker Capital’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
2020
Q1 		– Sell
-6,478
Closed -$484K – 934
2019
Q4 		$484K Sell
6,478
-253
-4% -$19.3K 0.02% 721
2019
Q3 		$539K Buy
6,731
+369
+6% +$30.6K 0.02% 680
2019
Q2 		$564K Sell
6,362
-78
-1% -$6.94K 0.02% 659
2019
Q1 		$586K Sell
6,440
-693
-10% -$60.9K 0.02% 637
2018
Q4 		$510K Sell
7,133
-5,721
-45% -$470K 0.02% 592
2018
Q3 		$1.29M Sell
12,854
-501
-4% -$54K 0.05% 418
2018
Q2 		$1.41M Sell
13,355
-2,827
-17% -$292K 0.05% 379
2018
Q1 		$1.41M Sell
16,182
-1,160
-7% -$109K 0.06% 367
2017
Q4 		$1.56M Buy
17,342
+538
+3% +$44.9K 0.06% 300
2017
Q3 		$1.35M Buy
16,804
+2,452
+17% +$184K 0.06% 329
2017
Q2 		$1.01M Sell
14,352
-119
-0.8% -$8.65K 0.05% 370
2017
Q1 		$1.13M Sell
14,471
-2,131
-13% -$165K 0.05% 333
2016
Q4 		$1.14M Buy
+16,602
New +$1.02M 0.06% 274

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brinker Capital's EVR Position: Q1 2020 in Review

Brinker Capital sold out of Evercore (EVR) in Q1 2020, closing a stake of 6,478 shares — an estimated $484K sold.

Brinker Capital first reported a position in EVR in Q4 2016 and held it in 13 quarters. The position peaked at $1.56M in Q4 2017. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • Brinker Capital reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • Brinker Capital sold 6,478 Evercore shares in Q1 2020, an estimated $484K.
  • Brinker Capital first reported a position in Evercore in Q4 2016 and held it in 13 quarters.
  • Brinker Capital's Evercore position peaked at $1.56M in Q4 2017.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Brinker Capital's 13F filing for Q1 2020, filed 29 Apr 2020.