HC
EVR icon

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

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return