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Gemmer Asset Management’s Evercore EVR Stock Holding History

Gemmer Asset 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
2020
Q1 		– Sell
-135
Closed -$10K – 1309
2019
Q4 		$10K Buy
135
+100
+286% +$7.62K ﹤0.01% 653
2019
Q3 		$3K Sell
35
-2
-5% -$166 ﹤0.01% 1138
2019
Q2 		$3K Hold
37
– – ﹤0.01% 1116
2019
Q1 		$3K Hold
37
– – ﹤0.01% 1166
2018
Q4 		$3K Buy
+37
New +$3.04K ﹤0.01% 1090
2016
Q2 		– Sell
-11
Closed – – 1250
2016
Q1 		$0 Sell
11
-40
-78% -$1.91K ﹤0.01% 1256
2015
Q4 		$3K Buy
51
+40
+364% +$2.16K ﹤0.01% 982
2015
Q3 		$1K Hold
11
– – ﹤0.01% 1205
2015
Q2 		$1K Hold
11
– – ﹤0.01% 1244
2015
Q1 		$1K Sell
11
-28
-72% -$1.42K ﹤0.01% 1281
2014
Q4 		$2K Buy
39
+11
+39% +$551 ﹤0.01% 1137
2014
Q3 		$1K Hold
28
– – ﹤0.01% 1256
2014
Q2 		$2K Hold
28
– – ﹤0.01% 1160
2014
Q1 		$2K Buy
+28
New +$1.6K ﹤0.01% 1142

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

Gemmer Asset Management's EVR Position: Q1 2020 in Review

Gemmer Asset Management sold out of Evercore (EVR) in Q1 2020, closing a stake of 135 shares — an estimated $10K sold.

Gemmer Asset Management first reported a position in EVR in Q1 2014 and held it in 14 quarters. The position peaked at $10K in Q4 2019. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • Gemmer Asset Management reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • Gemmer Asset Management sold 135 Evercore shares in Q1 2020, an estimated $10K.
  • Gemmer Asset Management first reported a position in Evercore in Q1 2014 and held it in 14 quarters.
  • Gemmer Asset Management's Evercore position peaked at $10K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Gemmer Asset Management's 13F filing for Q1 2020, filed 1 May 2020.