HA
EVR icon

H2O AM’s Evercore EVR Stock Holding History

H2O AM’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
Q3 		– Sell
-19,852
Closed -$1.17M – 100
2020
Q2 		$1.17M Sell
19,852
-24,846
-56% -$1.35M 1.24% 26
2020
Q1 		$2.06M Sell
44,698
-48,822
-52% -$3.27M 1.63% 18
2019
Q4 		$6.99M Sell
93,520
-27,176
-23% -$2.07M 1.66% 24
2019
Q3 		$9.67M Sell
120,696
-43,136
-26% -$3.57M 1.66% 25
2019
Q2 		$14.5M Buy
163,832
+32,155
+24% +$2.86M 1.21% 36
2019
Q1 		$12M Buy
+131,677
New +$11.6M 1.5% 20

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return