CIM
EVR icon

CIM Investment Management’s Evercore EVR Stock Holding History

CIM Investment Management’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
Q3 		– Sell
-4,718
Closed -$498K – 335
2018
Q2 		$498K Hold
4,718
– – 0.17% 163
2018
Q1 		$411K Hold
4,718
– – 0.14% 205
2017
Q4 		$425K Sell
4,718
-27
-0.6% -$2.25K 0.15% 197
2017
Q3 		$381K Hold
4,745
– – 0.14% 207
2017
Q2 		$335K Sell
4,745
-144
-3% -$10.5K 0.12% 241
2017
Q1 		$381K Hold
4,889
– – 0.13% 216
2016
Q4 		$336K Hold
4,889
– – 0.12% 232
2016
Q3 		$252K Buy
4,889
+190
+4% +$9.55K 0.1% 291
2016
Q2 		$208K Buy
4,699
+480
+11% +$23.9K 0.09% 273
2016
Q1 		$218K Buy
+4,219
New +$202K 0.1% 250

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

CIM Investment Management's EVR Position: Q3 2018 in Review

CIM Investment Management sold out of Evercore (EVR) in Q3 2018, closing a stake of 4,718 shares — an estimated $498K sold.

CIM Investment Management first reported a position in EVR in Q1 2016 and held it in 10 quarters. The position peaked at $498K in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

  • CIM Investment Management reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
  • CIM Investment Management sold 4,718 Evercore shares in Q3 2018, an estimated $498K.
  • CIM Investment Management first reported a position in Evercore in Q1 2016 and held it in 10 quarters.
  • CIM Investment Management's Evercore position peaked at $498K in Q2 2018.
  • 363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on CIM Investment Management's 13F filing for Q3 2018, filed 9 Nov 2018.