ICRM
EVR icon

Insight Capital Research & Management’s Evercore EVR Stock Holding History

Insight Capital Research & 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
2014
Q2 		– Sell
-120,011
Closed -$6.63M – 134
2014
Q1 		$6.63M Buy
120,011
+42,310
+54% +$2.42M 1.53% 21
2013
Q4 		$4.64M Buy
+77,701
New +$4.14M 1.04% 32

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Insight Capital Research & Management's EVR Position: Q2 2014 in Review

Insight Capital Research & Management sold out of Evercore (EVR) in Q2 2014, closing a stake of 120,011 shares — an estimated $6.63M sold.

Insight Capital Research & Management first reported a position in EVR in Q4 2013 and held it in 2 quarters. The position peaked at $6.63M in Q1 2014. 197 funds tracked by Wall St. Rank hold EVR as of Q2 2014.

  • Insight Capital Research & Management reported no remaining Evercore position as of Q2 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 120,011 Evercore shares in Q2 2014, an estimated $6.63M.
  • Insight Capital Research & Management first reported a position in Evercore in Q4 2013 and held it in 2 quarters.
  • Insight Capital Research & Management's Evercore position peaked at $6.63M in Q1 2014.
  • 197 funds tracked by Wall St. Rank held Evercore as of Q2 2014.

Based on Insight Capital Research & Management's 13F filing for Q2 2014, filed 13 Aug 2014.