Girard Partners’s Evercore EVR Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-100	Closed	-$10K	–	406
2018 Q3	$10K	Buy	+100	New	+$10.8K	﹤0.01%	735

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Girard Partners's EVR Position: Q4 2018 in Review

Girard Partners sold out of Evercore (EVR) in Q4 2018, closing a stake of 100 shares — an estimated $10K sold.

Girard Partners first reported a position in EVR in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

Girard Partners reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 100 Evercore shares in Q4 2018, an estimated $10K.
Girard Partners first reported a position in Evercore in Q3 2018 and held it in 1 quarter.
Girard Partners's Evercore position peaked at $10K in Q3 2018.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.