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Daruma Capital Management’s Evercore EVR Stock Holding History

Daruma 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
2019
Q2 		– Sell
-196,970
Closed -$17.9M – 10
2019
Q1 		$17.9M Sell
196,970
-111,454
-36% -$9.79M 2.04% 28
2018
Q4 		$22.1M Sell
308,424
-27,042
-8% -$2.22M 2.94% 17
2018
Q3 		$33.7M Sell
335,466
-245,996
-42% -$26.5M 3.18% 16
2018
Q2 		$61.3M Sell
581,462
-56,351
-9% -$5.81M 3.98% 6
2018
Q1 		$55.6M Sell
637,813
-6,414
-1% -$604K 3.47% 10
2017
Q4 		$58M Sell
644,227
-11,669
-2% -$973K 3.62% 9
2017
Q3 		$52.6M Sell
655,896
-51,474
-7% -$3.87M 3.28% 16
2017
Q2 		$49.9M Sell
707,370
-23,595
-3% -$1.72M 2.97% 16
2017
Q1 		$56.9M Sell
730,965
-40,940
-5% -$3.18M 3.32% 8
2016
Q4 		$53M Buy
771,905
+230,179
+42% +$14.2M 3.02% 12
2016
Q3 		$27.9M Buy
+541,726
New +$27.2M 1.7% 33

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daruma Capital Management's EVR Position: Q2 2019 in Review

Daruma Capital Management sold out of Evercore (EVR) in Q2 2019, closing a stake of 196,970 shares — an estimated $17.9M sold.

Daruma Capital Management first reported a position in EVR in Q3 2016 and held it in 11 quarters. The position peaked at $61.3M in Q2 2018. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • Daruma Capital Management reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • Daruma Capital Management sold 196,970 Evercore shares in Q2 2019, an estimated $17.9M.
  • Daruma Capital Management first reported a position in Evercore in Q3 2016 and held it in 11 quarters.
  • Daruma Capital Management's Evercore position peaked at $61.3M in Q2 2018.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Daruma Capital Management's 13F filing for Q2 2019.