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Horizon Investment Services’s Evercore EVR Stock Holding History

Horizon Investment Services’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
-35,938
Closed -$3.61M – 89
2018
Q3 		$3.61M Sell
35,938
-2,682
-7% -$289K 1.89% 24
2018
Q2 		$4.07M Sell
38,620
-11,714
-23% -$1.21M 2.02% 24
2018
Q1 		$4.39M Sell
50,334
-1,622
-3% -$153K 1.98% 24
2017
Q4 		$4.68M Buy
51,956
+3,107
+6% +$259K 1.93% 24
2017
Q3 		$3.92M Buy
48,849
+42
+0.1% +$3.16K 1.66% 27
2017
Q2 		$3.44M Buy
48,807
+2,032
+4% +$148K 1.54% 27
2017
Q1 		$3.64M Buy
46,775
+40,359
+629% +$3.13M 1.63% 28
2016
Q4 		$441K Buy
+6,416
New +$394K 0.21% 75

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $240B AUM 35.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Horizon Investment Services's EVR Position: Q4 2018 in Review

Horizon Investment Services sold out of Evercore (EVR) in Q4 2018, closing a stake of 35,938 shares — an estimated $3.61M sold.

Horizon Investment Services first reported a position in EVR in Q4 2016 and held it in 8 quarters. The position peaked at $4.68M in Q4 2017. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Horizon Investment Services reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Horizon Investment Services sold 35,938 Evercore shares in Q4 2018, an estimated $3.61M.
  • Horizon Investment Services first reported a position in Evercore in Q4 2016 and held it in 8 quarters.
  • Horizon Investment Services's Evercore position peaked at $4.68M in Q4 2017.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Horizon Investment Services's 13F filing for Q4 2018, filed 14 Feb 2019.