Brown Capital Management’s Evercore EVR Stock Holding History

Brown 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 Q3	–	Sell	-6,011	Closed	-$634K	–	125
2018 Q2	$634K	Hold	6,011	–	–	0.01%	92
2018 Q1	$524K	Sell	6,011 -89	-1%	-$8.38K	0.01%	111
2017 Q4	$549K	Hold	6,100	–	–	0.01%	110
2017 Q3	$490K	Hold	6,100	–	–	0.01%	113
2017 Q2	$430K	Sell	6,100 -4,661	-43%	-$339K	0.01%	117
2017 Q1	$838K	Buy	10,761 +312	+3%	+$24.2K	0.01%	90
2016 Q4	$718K	Sell	10,449 -62,228	-86%	-$3.83M	0.01%	93
2016 Q3	$3.74M	Sell	72,677 -14,607	-17%	-$735K	0.06%	72
2016 Q2	$3.86M	Buy	87,284 +11,887	+16%	+$592K	0.06%	74
2016 Q1	$3.9M	Sell	75,397 -11,219	-13%	-$536K	0.06%	79
2015 Q4	$4.68M	Sell	86,616 -211	-0.2%	-$11.4K	0.07%	80
2015 Q3	$4.36M	Buy	86,827 +20,280	+30%	+$1.11M	0.07%	85
2015 Q2	$3.59M	Buy	+66,547	New	+$3.4M	0.06%	95

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIM

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

Brown Capital Management's EVR Position: Q3 2018 in Review

Brown Capital Management sold out of Evercore (EVR) in Q3 2018, closing a stake of 6,011 shares — an estimated $634K sold.

Brown Capital Management first reported a position in EVR in Q2 2015 and held it in 13 quarters. The position peaked at $4.68M in Q4 2015. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

Brown Capital Management reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
Brown Capital Management sold 6,011 Evercore shares in Q3 2018, an estimated $634K.
Brown Capital Management first reported a position in Evercore in Q2 2015 and held it in 13 quarters.
Brown Capital Management's Evercore position peaked at $4.68M in Q4 2015.
363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on Brown Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.