ETrade Capital Management’s Evercore EVR Stock Holding History

ETrade 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 Q3	$1.24M	Buy	18,901 +15,239	+416%	+$925K	0.02%	320
2020 Q2	$216K	Buy	+3,662	New	+$199K	﹤0.01%	755
2019 Q4	–	Sell	-2,986	Closed	-$239K	–	804
2019 Q3	$239K	Sell	2,986 -65	-2%	-$5.39K	0.01%	732
2019 Q2	$270K	Sell	3,051 -247	-7%	-$22K	0.01%	704
2019 Q1	$300K	Buy	+3,298	New	+$290K	0.01%	669
2018 Q3	–	Sell	-3,091	Closed	-$326K	–	821
2018 Q2	$326K	Buy	3,091 +163	+6%	+$16.8K	0.01%	631
2018 Q1	$255K	Sell	2,928 -344	-11%	-$32.4K	0.01%	668
2017 Q4	$294K	Buy	3,272 +96	+3%	+$8.01K	0.01%	631
2017 Q3	$255K	Buy	3,176 +168	+6%	+$12.6K	0.01%	613
2017 Q2	$212K	Buy	3,008 +143	+5%	+$10.4K	0.01%	652
2017 Q1	$223K	Buy	+2,865	New	+$222K	0.01%	595

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

ETrade Capital Management's EVR Position: Q3 2020 in Review

ETrade Capital Management increased its Evercore (EVR) stake by 416% in Q3 2020, buying an estimated $925K and bringing the position to 18,901 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #320.

ETrade Capital Management first reported a position in EVR in Q1 2017 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

ETrade Capital Management held 18,901 shares of Evercore worth $1.24M as of Q3 2020.
ETrade Capital Management bought 15,239 Evercore shares in Q3 2020, an estimated $925K.
Evercore made up 0.02% of ETrade Capital Management's portfolio in Q3 2020, its #320 holding.
ETrade Capital Management first reported a position in Evercore in Q1 2017 and has held it in 11 quarters since.
301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.