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Fort LP’s Evercore EVR Stock Holding History

Fort LP’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
Q1 		– Sell
-846
Closed -$61K – 463
2018
Q4 		$61K Buy
+846
New +$69.5K 0.01% 341

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fort LP's EVR Position: Q1 2019 in Review

Fort LP sold out of Evercore (EVR) in Q1 2019, closing a stake of 846 shares — an estimated $61K sold.

Fort LP first reported a position in EVR in Q4 2018 and held it in 1 quarter. The position peaked at $61K in Q4 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • Fort LP reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
  • Fort LP sold 846 Evercore shares in Q1 2019, an estimated $61K.
  • Fort LP first reported a position in Evercore in Q4 2018 and held it in 1 quarter.
  • Fort LP's Evercore position peaked at $61K in Q4 2018.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on Fort LP's 13F filing for Q1 2019, filed 14 May 2019.