Global Financial Private Capital’s Evercore EVR Stock Holding History

Global Financial Private Capital’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	$3K	Sell	46 -10	-18%	-$544	﹤0.01%	326
2020 Q1	$3K	Sell	56 -14,143	-100%	-$947K	﹤0.01%	311
2019 Q4	$1.06M	Buy	14,199 +193	+1%	+$14.7K	0.05%	205
2019 Q3	$1.12M	Sell	14,006 -1,566	-10%	-$130K	0.06%	196
2019 Q2	$1.38M	Buy	+15,572	New	+$1.39M	0.07%	198

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Global Financial Private Capital's EVR Position: Q2 2020 in Review

Global Financial Private Capital reduced its Evercore (EVR) stake by 18% in Q2 2020, selling an estimated $544 and leaving 46 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Global Financial Private Capital first reported a position in EVR in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.38M in Q2 2019. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

Global Financial Private Capital held 46 shares of Evercore worth $3K as of Q2 2020.
Global Financial Private Capital sold 10 Evercore shares in Q2 2020, an estimated $544.
Evercore made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #326 holding.
Global Financial Private Capital first reported a position in Evercore in Q2 2019 and has held it in 5 quarters since.
Global Financial Private Capital's Evercore position peaked at $1.38M in Q2 2019.
303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.