Cider Mill Investments’s Evercore EVR Stock Holding History

Cider Mill Investments’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
2018 Q1	–	Sell	-77,000	Closed	-$6.93M	–	31
2017 Q4	$6.93M	Buy	+77,000	New	+$6.42M	2.82%	16
2017 Q1	–	Sell	-10,500	Closed	-$721K	–	25
2016 Q4	$721K	Buy	+10,500	New	+$646K	0.51%	22

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Cider Mill Investments's EVR Position: Q1 2018 in Review

Cider Mill Investments sold out of Evercore (EVR) in Q1 2018, closing a stake of 77,000 shares — an estimated $6.93M sold.

Cider Mill Investments first reported a position in EVR in Q4 2016 and held it in 2 quarters. The position peaked at $6.93M in Q4 2017. 352 funds tracked by Wall St. Rank hold EVR as of Q1 2018.

Cider Mill Investments reported no remaining Evercore position as of Q1 2018 after selling out during the quarter.
Cider Mill Investments sold 77,000 Evercore shares in Q1 2018, an estimated $6.93M.
Cider Mill Investments first reported a position in Evercore in Q4 2016 and held it in 2 quarters.
Cider Mill Investments's Evercore position peaked at $6.93M in Q4 2017.
352 funds tracked by Wall St. Rank held Evercore as of Q1 2018.

Based on Cider Mill Investments's 13F filing for Q1 2018, filed 15 May 2018.