ClearBridge Investments
EVR icon

ClearBridge Investments’s Evercore EVR Stock Holding History

ClearBridge 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
2020
Q2 		– Sell
-374
Closed -$17K – 991
2020
Q1 		$17K Sell
374
-5
-1% -$335 ﹤0.01% 898
2019
Q4 		$29K Buy
379
+3
+0.8% +$229 ﹤0.01% 921
2019
Q3 		$30K Sell
376
-2
-0.5% -$166 ﹤0.01% 890
2019
Q2 		$33K Buy
+378
New +$33.6K ﹤0.01% 873

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

ClearBridge Investments's EVR Position: Q2 2020 in Review

ClearBridge Investments sold out of Evercore (EVR) in Q2 2020, closing a stake of 374 shares — an estimated $17K sold.

ClearBridge Investments first reported a position in EVR in Q2 2019 and held it in 4 quarters. The position peaked at $33K in Q2 2019. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • ClearBridge Investments reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • ClearBridge Investments sold 374 Evercore shares in Q2 2020, an estimated $17K.
  • ClearBridge Investments first reported a position in Evercore in Q2 2019 and held it in 4 quarters.
  • ClearBridge Investments's Evercore position peaked at $33K in Q2 2019.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on ClearBridge Investments's 13F filing for Q2 2020, filed 14 Aug 2020.