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George Soros’s Evercore EVR Stock Holding History

George Soros’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
Q2 		– Sell
-41,738
Closed -$1.92M – 155
2020
Q1 		$1.92M Sell
41,738
-40,000
-49% -$2.68M 0.1% 95
2019
Q4 		$6.11M Buy
81,738
+56,738
+227% +$4.32M 0.2% 85
2019
Q3 		$2M Buy
+25,000
New +$2.07M 0.06% 153
2013
Q3 		– Sell
-40,400
Closed -$1.59M – 243
2013
Q2 		$1.59M Buy
+40,400
New +$1.57M 0.02% 186

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.3B AUM 22.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

George Soros's EVR Position: Q2 2020 in Review

George Soros sold out of Evercore (EVR) in Q2 2020, closing a stake of 41,738 shares — an estimated $1.92M sold.

George Soros first reported a position in EVR in Q2 2013 and held it in 4 quarters. The position peaked at $6.11M in Q4 2019. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • George Soros reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • George Soros sold 41,738 Evercore shares in Q2 2020, an estimated $1.92M.
  • George Soros first reported a position in Evercore in Q2 2013 and held it in 4 quarters.
  • George Soros's Evercore position peaked at $6.11M in Q4 2019.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Soros Fund Management's 13F filing for Q2 2020, filed 14 Aug 2020.