Chevy Chase Trust’s Evercore EVR Stock Holding History

Chevy Chase Trust’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 Q1	–	Sell	-699	Closed	-$52K	–	747
2019 Q4	$52K	Buy	+699	New	+$53.3K	﹤0.01%	817

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chevy Chase Trust's EVR Position: Q1 2020 in Review

Chevy Chase Trust sold out of Evercore (EVR) in Q1 2020, closing a stake of 699 shares — an estimated $52K sold.

Chevy Chase Trust first reported a position in EVR in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

Chevy Chase Trust reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 699 Evercore shares in Q1 2020, an estimated $52K.
Chevy Chase Trust first reported a position in Evercore in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's Evercore position peaked at $52K in Q4 2019.
289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.