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Cerebellum’s Evercore EVR Stock Holding History

Cerebellum’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 		$540K Buy
7,226
+1,782
+33% +$136K 0.29% 233
2019
Q3 		$436K Buy
5,444
+1,547
+40% +$128K 0.28% 195
2019
Q2 		$345K Buy
3,897
+327
+9% +$29.1K 0.28% 200
2019
Q1 		$325K Buy
3,570
+376
+12% +$33K 0.28% 209
2018
Q4 		$229K Buy
+3,194
New +$262K 0.16% 267

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerebellum's EVR Position: Q4 2019 in Review

Cerebellum increased its Evercore (EVR) stake by 33% in Q4 2019, buying an estimated $136K and bringing the position to 7,226 shares worth $540K. The position accounts for 0.29% of the portfolio, ranked #233.

Cerebellum first reported a position in EVR in Q4 2018 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Cerebellum held 7,226 shares of Evercore worth $540K as of Q4 2019.
  • Cerebellum bought 1,782 Evercore shares in Q4 2019, an estimated $136K.
  • Evercore made up 0.29% of Cerebellum's portfolio in Q4 2019, its #233 holding.
  • Cerebellum first reported a position in Evercore in Q4 2018 and has held it in 5 quarters since.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Cerebellum's 13F filing for Q4 2019, filed 16 Jan 2020.