Flinton Capital Management’s Evercore EVR Stock Holding History

Flinton 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 Q3	$654K	Hold	8,160	–	–	0.02%	395
2019 Q2	$723K	Buy	8,160 +4,608	+130%	+$410K	0.02%	385
2019 Q1	$323K	Sell	3,552 -4,592	-56%	-$403K	0.01%	567
2018 Q4	$583K	Sell	8,144 -1,360	-14%	-$112K	0.02%	380
2018 Q3	$956K	Buy	9,504 +6,912	+267%	+$745K	0.03%	327
2018 Q2	$273K	Hold	2,592	–	–	0.01%	586
2018 Q1	$226K	Hold	2,592	–	–	0.01%	618
2017 Q4	$233K	Buy	2,592 +256	+11%	+$21.4K	0.01%	621
2017 Q3	$187K	Buy	2,336 +464	+25%	+$34.9K	0.01%	630
2017 Q2	$132K	Buy	1,872 +816	+77%	+$59.3K	﹤0.01%	675
2017 Q1	$82K	Buy	1,056 +32	+3%	+$2.48K	﹤0.01%	671
2016 Q4	$70K	Buy	+1,024	New	+$63K	﹤0.01%	663

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Flinton Capital Management's EVR Position: Q3 2019 in Review

Flinton Capital Management held its Evercore (EVR) position steady in Q3 2019 at 8,160 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #395.

Flinton Capital Management first reported a position in EVR in Q4 2016 and has held it in 12 quarters since. The position peaked at $956K in Q3 2018. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

Flinton Capital Management held 8,160 shares of Evercore worth $654K as of Q3 2019.
Flinton Capital Management left its Evercore share count unchanged in Q3 2019.
Evercore made up 0.02% of Flinton Capital Management's portfolio in Q3 2019, its #395 holding.
Flinton Capital Management first reported a position in Evercore in Q4 2016 and has held it in 12 quarters since.
Flinton Capital Management's Evercore position peaked at $956K in Q3 2018.
340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Flinton Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.