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Granite Investment Advisors’s Evercore EVR Stock Holding History

Granite Investment Advisors’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
2019
Q3 		– Sell
-2,850
Closed -$252K – 167
2019
Q2 		$252K Hold
2,850
– – 0.05% 151
2019
Q1 		$259K Hold
2,850
– – 0.05% 146
2018
Q4 		$204K Hold
2,850
– – 0.04% 151
2018
Q3 		$287K Hold
2,850
– – 0.05% 140
2018
Q2 		$301K Buy
2,850
+300
+12% +$30.9K 0.05% 137
2018
Q1 		$222K Buy
+2,550
New +$240K 0.04% 162

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Granite Investment Advisors's EVR Position: Q3 2019 in Review

Granite Investment Advisors sold out of Evercore (EVR) in Q3 2019, closing a stake of 2,850 shares — an estimated $252K sold.

Granite Investment Advisors first reported a position in EVR in Q1 2018 and held it in 6 quarters. The position peaked at $301K in Q2 2018. 340 funds tracked by Wall St. Rank hold EVR as of Q3 2019.

  • Granite Investment Advisors reported no remaining Evercore position as of Q3 2019 after selling out during the quarter.
  • Granite Investment Advisors sold 2,850 Evercore shares in Q3 2019, an estimated $252K.
  • Granite Investment Advisors first reported a position in Evercore in Q1 2018 and held it in 6 quarters.
  • Granite Investment Advisors's Evercore position peaked at $301K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Evercore as of Q3 2019.

Based on Granite Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.