CFA
EVR icon

Carroll Financial Associates’s Evercore EVR Stock Holding History

Carroll Financial Associates’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
-1,225
Closed -$72K – 1541
2020
Q2 		$72K Buy
+1,225
New +$66.6K 0.01% 555

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

Carroll Financial Associates's EVR Position: Q3 2020 in Review

Carroll Financial Associates sold out of Evercore (EVR) in Q3 2020, closing a stake of 1,225 shares — an estimated $72K sold.

Carroll Financial Associates first reported a position in EVR in Q2 2020 and held it in 1 quarter. The position peaked at $72K in Q2 2020. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

  • Carroll Financial Associates reported no remaining Evercore position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 1,225 Evercore shares in Q3 2020, an estimated $72K.
  • Carroll Financial Associates first reported a position in Evercore in Q2 2020 and held it in 1 quarter.
  • Carroll Financial Associates's Evercore position peaked at $72K in Q2 2020.
  • 301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.