EAM
EVR icon

Eagle Asset Management’s Evercore EVR Stock Holding History

Eagle Asset 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
-66,515
Closed -$6.05M – 645
2019
Q1 		$6.05M Sell
66,515
-48,824
-42% -$4.29M 0.03% 383
2018
Q4 		$8.25M Sell
115,339
-195
-0.2% -$16K 0.05% 309
2018
Q3 		$11.6M Buy
115,534
+17,899
+18% +$1.93M 0.06% 327
2018
Q2 		$10.3M Sell
97,635
-10,926
-10% -$1.13M 0.06% 322
2018
Q1 		$9.47M Sell
108,561
-717
-0.7% -$67.5K 0.05% 324
2017
Q4 		$9.9M Buy
109,278
+24,112
+28% +$2.01M 0.05% 320
2017
Q3 		$6.93M Buy
85,166
+3,584
+4% +$269K 0.04% 383
2017
Q2 		$5.75M Buy
81,582
+1,377
+2% +$100K 0.03% 406
2017
Q1 		$6.25M Buy
80,205
+4,869
+6% +$378K 0.04% 389
2016
Q4 		$5.17M Buy
75,336
+20,070
+36% +$1.23M 0.03% 409
2016
Q3 		$2.85M Sell
55,266
-19,640
-26% -$988K 0.02% 505
2016
Q2 		$3.31M Sell
74,906
-11,519
-13% -$574K 0.02% 474
2016
Q1 		$4.47M Buy
86,425
+19,468
+29% +$930K 0.03% 421
2015
Q4 		$3.62M Sell
66,957
-23,212
-26% -$1.25M 0.02% 461
2015
Q3 		$4.53M Buy
90,169
+22,892
+34% +$1.25M 0.03% 424
2015
Q2 		$3.63M Buy
67,277
+24,487
+57% +$1.25M 0.02% 485
2015
Q1 		$2.21M Sell
42,790
-10,602
-20% -$539K 0.01% 528
2014
Q4 		$2.8M Sell
53,392
-14,052
-21% -$703K 0.02% 503
2014
Q3 		$3.17M Sell
67,444
-372
-0.5% -$19.3K 0.02% 508
2014
Q2 		$3.91M Sell
67,816
-1,904
-3% -$104K 0.02% 495
2014
Q1 		$3.85M Sell
69,720
-10,523
-13% -$602K 0.02% 519
2013
Q4 		$4.8M Sell
80,243
-148,897
-65% -$7.93M 0.03% 443
2013
Q3 		$11.5M Buy
229,140
+112,836
+97% +$5.19M 0.06% 340
2013
Q2 		$4.57M Buy
+116,304
New +$4.51M 0.03% 460

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

Eagle Asset Management's EVR Position: Q2 2019 in Review

Eagle Asset Management sold out of Evercore (EVR) in Q2 2019, closing a stake of 66,515 shares — an estimated $6.05M sold.

Eagle Asset Management first reported a position in EVR in Q2 2013 and held it in 24 quarters. The position peaked at $11.6M in Q3 2018. 331 funds tracked by Wall St. Rank hold EVR as of Q2 2019.

  • Eagle Asset Management reported no remaining Evercore position as of Q2 2019 after selling out during the quarter.
  • Eagle Asset Management sold 66,515 Evercore shares in Q2 2019, an estimated $6.05M.
  • Eagle Asset Management first reported a position in Evercore in Q2 2013 and held it in 24 quarters.
  • Eagle Asset Management's Evercore position peaked at $11.6M in Q3 2018.
  • 331 funds tracked by Wall St. Rank held Evercore as of Q2 2019.

Based on Eagle Asset Management's 13F filing for Q2 2019, filed 5 Aug 2019.