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Henshaw Capital’s Evercore EVR Stock Holding History

Henshaw 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
2018
Q4 		– Sell
-3,533
Closed -$355K – 297
2018
Q3 		$355K Sell
3,533
-1,534
-30% -$165K 0.03% 189
2018
Q2 		$534K Sell
5,067
-415
-8% -$42.8K 0.05% 143
2018
Q1 		$478K Sell
5,482
-601
-10% -$56.6K 0.04% 153
2017
Q4 		$547K Sell
6,083
-717
-11% -$59.8K 0.05% 136
2017
Q3 		$546K Hold
6,800
– – 0.06% 135
2017
Q2 		$479K Buy
+6,800
New +$495K 0.05% 143

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Henshaw Capital's EVR Position: Q4 2018 in Review

Henshaw Capital sold out of Evercore (EVR) in Q4 2018, closing a stake of 3,533 shares — an estimated $355K sold.

Henshaw Capital first reported a position in EVR in Q2 2017 and held it in 6 quarters. The position peaked at $547K in Q4 2017. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Henshaw Capital reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Henshaw Capital sold 3,533 Evercore shares in Q4 2018, an estimated $355K.
  • Henshaw Capital first reported a position in Evercore in Q2 2017 and held it in 6 quarters.
  • Henshaw Capital's Evercore position peaked at $547K in Q4 2017.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Henshaw Capital's 13F filing for Q4 2018, filed 28 May 2026.