Fiera Capital (Canada)
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Fiera Capital (Canada)’s Evercore EVR Stock Holding History

Fiera Capital (Canada)’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
Q2 		– Sell
-22,523
Closed -$1.04M – 636
2020
Q1 		$1.04M Sell
22,523
-228,081
-91% -$15.3M ﹤0.01% 404
2019
Q4 		$18.7M Sell
250,604
-23,406
-9% -$1.78M 0.06% 178
2019
Q3 		$21.9M Sell
274,010
-6,609
-2% -$548K 0.08% 162
2019
Q2 		$24.9M Sell
280,619
-12,946
-4% -$1.15M 0.09% 157
2019
Q1 		$26.7M Sell
293,565
-20,067
-6% -$1.76M 0.1% 153
2018
Q4 		$22.4M Sell
313,632
-14,078
-4% -$1.16M 0.1% 159
2018
Q3 		$33M Sell
327,710
-28,641
-8% -$3.09M 0.13% 140
2018
Q2 		$37.6M Sell
356,351
-67,377
-16% -$6.95M 0.16% 118
2018
Q1 		$36.9M Sell
423,728
-32,347
-7% -$3.05M 0.18% 110
2017
Q4 		$41M Sell
456,075
-40,539
-8% -$3.38M 0.2% 102
2017
Q3 		$39.9M Sell
496,614
-17,537
-3% -$1.32M 0.19% 109
2017
Q2 		$36.2M Buy
514,151
+312,400
+155% +$22.7M 0.18% 118
2017
Q1 		$15.7M Buy
201,751
+32,384
+19% +$2.51M 0.08% 200
2016
Q4 		$11.6M Buy
+169,367
New +$10.4M 0.07% 223

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Fiera Capital (Canada)'s EVR Position: Q2 2020 in Review

Fiera Capital (Canada) sold out of Evercore (EVR) in Q2 2020, closing a stake of 22,523 shares — an estimated $1.04M sold.

Fiera Capital (Canada) first reported a position in EVR in Q4 2016 and held it in 14 quarters. The position peaked at $41M in Q4 2017. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • Fiera Capital (Canada) reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • Fiera Capital (Canada) sold 22,523 Evercore shares in Q2 2020, an estimated $1.04M.
  • Fiera Capital (Canada) first reported a position in Evercore in Q4 2016 and held it in 14 quarters.
  • Fiera Capital (Canada)'s Evercore position peaked at $41M in Q4 2017.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2020, filed 7 Aug 2020.