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Copper Rock Capital Partners’s Evercore EVR Stock Holding History

Copper Rock Capital 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
Q1 		– Sell
-223,844
Closed -$15.8M – 79
2018
Q4 		$15.8M Sell
223,844
-6,825
-3% -$560K 1.24% 42
2018
Q3 		$23.3M Sell
230,669
-113,484
-33% -$12.2M 1.44% 31
2018
Q2 		$36.5M Sell
344,153
-26,755
-7% -$2.76M 2.1% 2
2018
Q1 		$32.3M Buy
+370,908
New +$34.9M 1.93% 18

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Copper Rock Capital Partners's EVR Position: Q1 2019 in Review

Copper Rock Capital Partners sold out of Evercore (EVR) in Q1 2019, closing a stake of 223,844 shares — an estimated $15.8M sold.

Copper Rock Capital Partners first reported a position in EVR in Q1 2018 and held it in 4 quarters. The position peaked at $36.5M in Q2 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • Copper Rock Capital Partners reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
  • Copper Rock Capital Partners sold 223,844 Evercore shares in Q1 2019, an estimated $15.8M.
  • Copper Rock Capital Partners first reported a position in Evercore in Q1 2018 and held it in 4 quarters.
  • Copper Rock Capital Partners's Evercore position peaked at $36.5M in Q2 2018.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on Copper Rock Capital Partners's 13F filing for Q1 2019, filed 5 Apr 2019.