Buckingham Capital Management (New York)’s Evercore EVR Stock Holding History

Buckingham Capital Management (New York)’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	-55,612	Closed	-$4.46M	–	24
2019 Q3	$4.46M	Buy	55,612 +12,800	+30%	+$1.06M	0.57%	56
2019 Q2	$3.79M	Buy	42,812 +12,063	+39%	+$1.07M	0.47%	65
2019 Q1	$2.8M	Sell	30,749 -451	-1%	-$39.6K	0.26%	76
2018 Q4	$2.23M	Buy	+31,200	New	+$2.56M	0.34%	68
2016 Q3	–	Sell	-24,000	Closed	-$1.06M	–	94
2016 Q2	$1.06M	Buy	+24,000	New	+$1.2M	0.13%	75

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

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

Buckingham Capital Management (New York)'s EVR Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Evercore (EVR) in Q4 2019, closing a stake of 55,612 shares — an estimated $4.46M sold.

Buckingham Capital Management (New York) first reported a position in EVR in Q2 2016 and held it in 5 quarters. The position peaked at $4.46M in Q3 2019. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

Buckingham Capital Management (New York) reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
Buckingham Capital Management (New York) sold 55,612 Evercore shares in Q4 2019, an estimated $4.46M.
Buckingham Capital Management (New York) first reported a position in Evercore in Q2 2016 and held it in 5 quarters.
Buckingham Capital Management (New York)'s Evercore position peaked at $4.46M in Q3 2019.
327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.