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Cadence Capital Management’s Evercore EVR Stock Holding History

Cadence 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
2020
Q3 		– Sell
-11,203
Closed -$660K – 320
2020
Q2 		$660K Sell
11,203
-321
-3% -$17.5K 0.1% 289
2020
Q1 		$531K Buy
11,524
+623
+6% +$41.7K 0.09% 310
2019
Q4 		$815K Sell
10,901
-81
-0.7% -$6.17K 0.09% 300
2019
Q3 		$880K Sell
10,982
-193
-2% -$16K 0.12% 280
2019
Q2 		$990K Sell
11,175
-293
-3% -$26.1K 0.1% 279
2019
Q1 		$1.04M Sell
11,468
-38
-0.3% -$3.34K 0.09% 276
2018
Q4 		$823K Buy
11,506
+204
+2% +$16.7K 0.08% 299
2018
Q3 		$1.14M Buy
+11,302
New +$1.22M 0.06% 379
2014
Q3 		– Sell
-76,263
Closed -$4.4M – 559
2014
Q2 		$4.4M Sell
76,263
-29,638
-28% -$1.63M 0.21% 173
2014
Q1 		$5.85M Buy
105,901
+23,166
+28% +$1.33M 0.25% 160
2013
Q4 		$4.95M Sell
82,735
-54,661
-40% -$2.91M 0.19% 227
2013
Q3 		$6.76M Sell
137,396
-135,403
-50% -$6.23M 0.23% 196
2013
Q2 		$10.7M Buy
+272,799
New +$10.6M 0.5% 46

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cadence Capital Management's EVR Position: Q3 2020 in Review

Cadence Capital Management sold out of Evercore (EVR) in Q3 2020, closing a stake of 11,203 shares — an estimated $660K sold.

Cadence Capital Management first reported a position in EVR in Q2 2013 and held it in 13 quarters. The position peaked at $10.7M in Q2 2013. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

  • Cadence Capital Management reported no remaining Evercore position as of Q3 2020 after selling out during the quarter.
  • Cadence Capital Management sold 11,203 Evercore shares in Q3 2020, an estimated $660K.
  • Cadence Capital Management first reported a position in Evercore in Q2 2013 and held it in 13 quarters.
  • Cadence Capital Management's Evercore position peaked at $10.7M in Q2 2013.
  • 301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.