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Chicago Equity Partners’s Evercore EVR Stock Holding History

Chicago Equity 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
-54,101
Closed -$4.33M – 893
2019
Q3 		$4.33M Buy
54,101
+33,661
+165% +$2.79M 0.21% 137
2019
Q2 		$1.81M Sell
20,440
-2,010
-9% -$179K 0.08% 349
2019
Q1 		$2.04M Buy
+22,450
New +$1.97M 0.08% 338
2018
Q4 		– Sell
-42,700
Closed -$4.29M – 832
2018
Q3 		$4.29M Sell
42,700
-31,710
-43% -$3.42M 0.13% 224
2018
Q2 		$7.85M Buy
74,410
+33,285
+81% +$3.43M 0.24% 116
2018
Q1 		$3.59M Buy
41,125
+580
+1% +$54.6K 0.11% 253
2017
Q4 		$3.65M Sell
40,545
-43,705
-52% -$3.65M 0.11% 244
2017
Q3 		$6.76M Buy
84,250
+14,595
+21% +$1.1M 0.21% 138
2017
Q2 		$4.91M Buy
69,655
+34,580
+99% +$2.51M 0.13% 194
2017
Q1 		$2.73M Buy
35,075
+16,575
+90% +$1.29M 0.08% 259
2016
Q4 		$1.27M Buy
18,500
+4,620
+33% +$284K 0.03% 422
2016
Q3 		$715K Buy
+13,880
New +$698K 0.02% 491

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

Chicago Equity Partners's EVR Position: Q4 2019 in Review

Chicago Equity Partners sold out of Evercore (EVR) in Q4 2019, closing a stake of 54,101 shares — an estimated $4.33M sold.

Chicago Equity Partners first reported a position in EVR in Q3 2016 and held it in 12 quarters. The position peaked at $7.85M in Q2 2018. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Chicago Equity Partners reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Chicago Equity Partners sold 54,101 Evercore shares in Q4 2019, an estimated $4.33M.
  • Chicago Equity Partners first reported a position in Evercore in Q3 2016 and held it in 12 quarters.
  • Chicago Equity Partners's Evercore position peaked at $7.85M in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Chicago Equity Partners's 13F filing for Q4 2019, filed 10 Feb 2020.