CTA
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Carillon Tower Advisers’s Evercore EVR Stock Holding History

Carillon Tower Advisers’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
Q4 		$54.8M Sell
499,749
-59,129
-11% -$5.26M 0.33% 99
2020
Q3 		$36.6M Buy
558,878
+92,053
+20% +$5.59M 0.49% 43
2020
Q2 		$27.5M Buy
466,825
+54,150
+13% +$2.95M 0.21% 151
2020
Q1 		$19M Buy
412,675
+107,100
+35% +$7.17M 0.19% 177
2019
Q4 		$22.8M Buy
305,575
+52,675
+21% +$4.01M 0.15% 231
2019
Q3 		$20.3M Sell
252,900
-85,775
-25% -$7.11M 0.14% 245
2019
Q2 		$30M Buy
338,675
+134,375
+66% +$12M 0.21% 174
2019
Q1 		$18.6M Buy
204,300
+161,800
+381% +$14.2M 0.13% 255
2018
Q4 		$3.04M Sell
42,500
-111,000
-72% -$9.11M 0.03% 402
2018
Q3 		$15.4M Buy
153,500
+6,875
+5% +$741K 0.11% 272
2018
Q2 		$15.5M Buy
146,625
+29,175
+25% +$3.01M 0.12% 254
2018
Q1 		$10.2M Buy
117,450
+110,684
+1,636% +$10.4M 0.08% 298
2017
Q4 		$608 Buy
+6,766
New +$564K 0.01% 270

Other funds holding EVR

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BlackRock New York $5.7T 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 $1.47T AUM 27.86% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return