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Granahan Investment Management’s Evercore EVR Stock Holding History

Granahan Investment 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
2016
Q1 		– Sell
-84,600
Closed -$4.57M – 219
2015
Q4 		$4.57M Sell
84,600
-48,300
-36% -$2.61M 0.16% 173
2015
Q3 		$6.68M Buy
+132,900
New +$7.28M 0.21% 153

Other funds holding EVR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Granahan Investment Management's EVR Position: Q1 2016 in Review

Granahan Investment Management sold out of Evercore (EVR) in Q1 2016, closing a stake of 84,600 shares — an estimated $4.57M sold.

Granahan Investment Management first reported a position in EVR in Q3 2015 and held it in 2 quarters. The position peaked at $6.68M in Q3 2015. 227 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Granahan Investment Management reported no remaining Evercore position as of Q1 2016 after selling out during the quarter.
  • Granahan Investment Management sold 84,600 Evercore shares in Q1 2016, an estimated $4.57M.
  • Granahan Investment Management first reported a position in Evercore in Q3 2015 and held it in 2 quarters.
  • Granahan Investment Management's Evercore position peaked at $6.68M in Q3 2015.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Granahan Investment Management's 13F filing for Q1 2016, filed 13 May 2016.