HCM
EVR icon

Herndon Capital Management’s Evercore EVR Stock Holding History

Herndon Capital Management’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
Q2 		$39K Hold
556
– – 0.01% 72
2017
Q1 		$43K Sell
556
-17
-3% -$1.32K 0.01% 69
2016
Q4 		$39K Hold
573
– – 0.01% 78
2016
Q3 		$30K Sell
573
-494
-46% -$24.8K ﹤0.01% 119
2016
Q2 		$47K Buy
1,067
+141
+15% +$7.02K ﹤0.01% 145
2016
Q1 		$48K Buy
926
+18
+2% +$860 ﹤0.01% 157
2015
Q4 		$49K Buy
908
+884
+3,683% +$47.7K ﹤0.01% 158
2015
Q3 		$1K Hold
24
– – ﹤0.01% 194
2015
Q2 		$1K Hold
24
– – ﹤0.01% 185
2015
Q1 		$1K Buy
+24
New +$1.22K ﹤0.01% 179

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $3.91B AUM 34.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return