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Credo Capital Management’s Evercore EVR Stock Holding History

Credo Capital 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
2013
Q4 		$21K Hold
344
– – 0.09% 118
2013
Q3 		$17K Buy
344
+125
+57% +$5.75K 0.03% 130
2013
Q2 		$9K Buy
+219
New +$8.49K 0.01% 160

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rainier Investment Management Seattle, Washington $237M AUM 27.07% 1-Year Est. Return

Credo Capital Management's EVR Position: Q4 2013 in Review

Credo Capital Management held its Evercore (EVR) position steady in Q4 2013 at 344 shares worth $21K. The position accounts for 0.09% of the portfolio, ranked #118.

Credo Capital Management first reported a position in EVR in Q2 2013 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold EVR as of Q4 2013.

  • Credo Capital Management held 344 shares of Evercore worth $21K as of Q4 2013.
  • Credo Capital Management left its Evercore share count unchanged in Q4 2013.
  • Evercore made up 0.09% of Credo Capital Management's portfolio in Q4 2013, its #118 holding.
  • Credo Capital Management first reported a position in Evercore in Q2 2013 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Evercore as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.