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Hellman Jordan Management Company’s Evercore EVR Stock Holding History

Hellman Jordan Management Company’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
2017
Q3 		– Sell
-10,622
Closed -$748K – 47
2017
Q2 		$748K Buy
+10,622
New +$772K 1.61% 25
2016
Q4 		$729K Sell
10,622
-11,718
-52% -$720K 1% 37
2016
Q3 		$1.2M Buy
22,340
+10,000
+81% +$503K 1.21% 23
2016
Q2 		$545K Sell
12,340
-6,872
-36% -$342K 1.1% 29
2016
Q1 		$994K Sell
19,212
-213,324
-92% -$10.2M 2.53% 23
2015
Q4 		$12.6M Buy
232,536
+6,610
+3% +$357K 3.04% 10
2015
Q3 		$11.3M Buy
225,926
+25,930
+13% +$1.42M 2.81% 15
2015
Q2 		$10.8M Sell
199,996
-113,606
-36% -$5.8M 2.46% 19
2015
Q1 		$16.2M Buy
313,602
+805
+0.3% +$40.9K 2.95% 7
2014
Q4 		$16.4M Sell
312,797
-5,753
-2% -$288K 3.05% 8
2014
Q3 		$15M Hold
318,550
– – 2.85% 10
2014
Q2 		$18.4M Buy
318,550
+73,550
+30% +$4.04M 3.68% 5
2014
Q1 		$13.5M Buy
+245,000
New +$14M 2.86% 10

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Hellman Jordan Management Company's EVR Position: Q3 2017 in Review

Hellman Jordan Management Company sold out of Evercore (EVR) in Q3 2017, closing a stake of 10,622 shares — an estimated $748K sold.

Hellman Jordan Management Company first reported a position in EVR in Q1 2014 and held it in 13 quarters. The position peaked at $18.4M in Q2 2014. 296 funds tracked by Wall St. Rank hold EVR as of Q3 2017.

  • Hellman Jordan Management Company reported no remaining Evercore position as of Q3 2017 after selling out during the quarter.
  • Hellman Jordan Management Company sold 10,622 Evercore shares in Q3 2017, an estimated $748K.
  • Hellman Jordan Management Company first reported a position in Evercore in Q1 2014 and held it in 13 quarters.
  • Hellman Jordan Management Company's Evercore position peaked at $18.4M in Q2 2014.
  • 296 funds tracked by Wall St. Rank held Evercore as of Q3 2017.

Based on Hellman Jordan Management Company's 13F filing for Q3 2017, filed 4 Dec 2017.