BC
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 $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return