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Elkfork Partners’s Evercore EVR Stock Holding History

Elkfork 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
Q3 		$1.39M Hold
17,340
– – 0.03% 321
2019
Q2 		$1.54M Buy
17,340
+9,792
+130% +$871K 0.04% 311
2019
Q1 		$687K Sell
7,548
-9,758
-56% -$857K 0.02% 475
2018
Q4 		$1.24M Sell
17,306
-2,890
-14% -$237K 0.03% 321
2018
Q3 		$2.03M Buy
20,196
+14,688
+267% +$1.58M 0.05% 268
2018
Q2 		$581K Hold
5,508
– – 0.02% 486
2018
Q1 		$480K Hold
5,508
– – 0.01% 537
2017
Q4 		$496K Buy
5,508
+544
+11% +$45.4K 0.01% 536
2017
Q3 		$398K Buy
4,964
+986
+25% +$74.1K 0.01% 550
2017
Q2 		$280K Buy
3,978
+1,734
+77% +$126K 0.01% 611
2017
Q1 		$175K Buy
2,244
+68
+3% +$5.28K 0.01% 617
2016
Q4 		$150K Buy
+2,176
New +$134K ﹤0.01% 633

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elkfork Partners's EVR Position: Q3 2019 in Review

Elkfork Partners held its Evercore (EVR) position steady in Q3 2019 at 17,340 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #321.

Elkfork Partners first reported a position in EVR in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.03M in Q3 2018. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • Elkfork Partners held 17,340 shares of Evercore worth $1.39M as of Q3 2019.
  • Elkfork Partners left its Evercore share count unchanged in Q3 2019.
  • Evercore made up 0.03% of Elkfork Partners's portfolio in Q3 2019, its #321 holding.
  • Elkfork Partners first reported a position in Evercore in Q4 2016 and has held it in 12 quarters since.
  • Elkfork Partners's Evercore position peaked at $2.03M in Q3 2018.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.