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FormulaFolio Investments’s Evercore EVR Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-3,877
Closed -$290K – 308
2019
Q4 		$290K Sell
3,877
-50
-1% -$3.81K 0.01% 312
2019
Q3 		$315K Buy
+3,927
New +$325K 0.01% 274

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FormulaFolio Investments's EVR Position: Q1 2020 in Review

FormulaFolio Investments sold out of Evercore (EVR) in Q1 2020, closing a stake of 3,877 shares — an estimated $290K sold.

FormulaFolio Investments first reported a position in EVR in Q3 2019 and held it in 2 quarters. The position peaked at $315K in Q3 2019. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • FormulaFolio Investments reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 3,877 Evercore shares in Q1 2020, an estimated $290K.
  • FormulaFolio Investments first reported a position in Evercore in Q3 2019 and held it in 2 quarters.
  • FormulaFolio Investments's Evercore position peaked at $315K in Q3 2019.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.