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CWH Capital Management’s Evercore EVR Stock Holding History

CWH 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
2020
Q4 		$700K Buy
6,386
+1,556
+32% +$138K 0.29% 42
2020
Q3 		$316K Buy
+4,830
New +$293K 0.14% 62

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CWH Capital Management's EVR Position: Q4 2020 in Review

CWH Capital Management increased its Evercore (EVR) stake by 32% in Q4 2020, buying an estimated $138K and bringing the position to 6,386 shares worth $700K. The position accounts for 0.29% of the portfolio, ranked #42.

CWH Capital Management first reported a position in EVR in Q3 2020 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold EVR as of Q4 2020.

  • CWH Capital Management held 6,386 shares of Evercore worth $700K as of Q4 2020.
  • CWH Capital Management bought 1,556 Evercore shares in Q4 2020, an estimated $138K.
  • Evercore made up 0.29% of CWH Capital Management's portfolio in Q4 2020, its #42 holding.
  • CWH Capital Management first reported a position in Evercore in Q3 2020 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held Evercore as of Q4 2020.

Based on CWH Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.