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GAM Holding’s Evercore EVR Stock Holding History

GAM Holding’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
Q4 		– Sell
-6,071
Closed -$486K – 635
2019
Q3 		$486K Sell
6,071
-1,811
-23% -$150K 0.02% 588
2019
Q2 		$698K Sell
7,882
-240
-3% -$21.4K 0.03% 592
2019
Q1 		$739K Buy
8,122
+2,993
+58% +$263K 0.03% 539
2018
Q4 		$363K Sell
5,129
-2,309
-31% -$190K 0.02% 633
2018
Q3 		$748K Buy
7,438
+2,260
+44% +$244K 0.03% 562
2018
Q2 		$546K Buy
5,178
+2,047
+65% +$211K 0.02% 651
2018
Q1 		$273K Sell
3,131
-381
-11% -$35.9K 0.01% 763
2017
Q4 		$316K Buy
+3,512
New +$293K 0.01% 803

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAM Holding's EVR Position: Q4 2019 in Review

GAM Holding sold out of Evercore (EVR) in Q4 2019, closing a stake of 6,071 shares — an estimated $486K sold.

GAM Holding first reported a position in EVR in Q4 2017 and held it in 8 quarters. The position peaked at $748K in Q3 2018. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • GAM Holding reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • GAM Holding sold 6,071 Evercore shares in Q4 2019, an estimated $486K.
  • GAM Holding first reported a position in Evercore in Q4 2017 and held it in 8 quarters.
  • GAM Holding's Evercore position peaked at $748K in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on GAM Holding's 13F filing for Q4 2019, filed 6 Feb 2020.