Human Investing’s Evercore EVR Stock Holding History

Human Investing’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
2019 Q4	–	Sell	-768	Closed	-$62K	–	365
2019 Q3	$62K	Buy	+768	New	+$63.6K	0.02%	191

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Human Investing's EVR Position: Q4 2019 in Review

Human Investing sold out of Evercore (EVR) in Q4 2019, closing a stake of 768 shares — an estimated $62K sold.

Human Investing first reported a position in EVR in Q3 2019 and held it in 1 quarter. The position peaked at $62K in Q3 2019. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

Human Investing reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
Human Investing sold 768 Evercore shares in Q4 2019, an estimated $62K.
Human Investing first reported a position in Evercore in Q3 2019 and held it in 1 quarter.
Human Investing's Evercore position peaked at $62K in Q3 2019.
327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Human Investing's 13F filing for Q4 2019, filed 7 Feb 2020.