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Chartwell Investment Partners’s Evercore EVR Stock Holding History

Chartwell Investment Partners’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
-39,206
Closed -$3.14M – 420
2019
Q3 		$3.14M Sell
39,206
-17
-0% -$1.41K 0.11% 258
2019
Q2 		$3.47M Buy
39,223
+2,262
+6% +$201K 0.11% 253
2019
Q1 		$3.36M Buy
36,961
+495
+1% +$43.5K 0.11% 253
2018
Q4 		$2.61M Sell
36,466
-537
-1% -$44.1K 0.09% 292
2018
Q3 		$3.72M Buy
37,003
+51
+0.1% +$5.5K 0.11% 271
2018
Q2 		$3.9M Sell
36,952
-6,637
-15% -$684K 0.12% 240
2018
Q1 		$3.8M Sell
43,589
-16,094
-27% -$1.52M 0.13% 214
2017
Q4 		$5.37M Buy
59,683
+9,016
+18% +$752K 0.18% 190
2017
Q3 		$4.07M Buy
50,667
+2,443
+5% +$184K 0.14% 216
2017
Q2 		$3.4M Sell
48,224
-32,416
-40% -$2.36M 0.13% 221
2017
Q1 		$6.28M Sell
80,640
-139,257
-63% -$10.8M 0.23% 146
2016
Q4 		$15.1M Sell
219,897
-637,188
-74% -$39.2M 0.52% 59
2016
Q3 		$44.1M Buy
857,085
+505,627
+144% +$25.4M 0.79% 28
2016
Q2 		$15.5M Sell
351,458
-110,910
-24% -$5.52M 0.28% 109
2016
Q1 		$23.9M Buy
462,368
+42,056
+10% +$2.01M 0.45% 55
2015
Q4 		$22.7M Sell
420,312
-11,418
-3% -$617K 0.47% 55
2015
Q3 		$21.7M Sell
431,730
-5,425
-1% -$297K 0.47% 61
2015
Q2 		$23.6M Buy
437,155
+175,212
+67% +$8.94M 0.46% 60
2015
Q1 		$13.5M Sell
261,943
-4,400
-2% -$224K 0.26% 149
2014
Q4 		$13.9M Sell
266,343
-97,175
-27% -$4.86M 0.29% 144
2014
Q3 		$17.1M Sell
363,518
-12,385
-3% -$642K 0.38% 87
2014
Q2 		$21.7M Sell
375,903
-75,745
-17% -$4.16M 0.45% 78
2014
Q1 		$25M Sell
451,648
-1,950
-0.4% -$112K 0.51% 58
2013
Q4 		$27.1M Buy
453,598
+8,630
+2% +$459K 0.56% 40
2013
Q3 		$21.9M Buy
444,968
+80,555
+22% +$3.71M 0.49% 48
2013
Q2 		$14.3M Buy
+364,413
New +$14.1M 0.36% 101

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.3B AUM 22.63% 1-Year Est. Return
Nuveen
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chartwell Investment Partners's EVR Position: Q4 2019 in Review

Chartwell Investment Partners sold out of Evercore (EVR) in Q4 2019, closing a stake of 39,206 shares — an estimated $3.14M sold.

Chartwell Investment Partners first reported a position in EVR in Q2 2013 and held it in 26 quarters. The position peaked at $44.1M in Q3 2016. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Chartwell Investment Partners reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Chartwell Investment Partners sold 39,206 Evercore shares in Q4 2019, an estimated $3.14M.
  • Chartwell Investment Partners first reported a position in Evercore in Q2 2013 and held it in 26 quarters.
  • Chartwell Investment Partners's Evercore position peaked at $44.1M in Q3 2016.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Chartwell Investment Partners's 13F filing for Q4 2019, filed 29 Jan 2020.