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Ivory Investment Management’s Evercore EVR Stock Holding History

Ivory Investment 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
2015
Q4 		– Sell
-149,187
Closed -$7.5M – 82
2015
Q3 		$7.5M Sell
149,187
-70,214
-32% -$3.85M 0.2% 74
2015
Q2 		$11.8M Sell
219,401
-170,727
-44% -$8.71M 0.29% 71
2015
Q1 		$20.2M Sell
390,128
-132,085
-25% -$6.71M 0.48% 57
2014
Q4 		$27.3M Buy
522,213
+1,376
+0.3% +$68.9K 0.88% 30
2014
Q3 		$24.5M Buy
+520,837
New +$27M 0.81% 36

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ivory Investment Management's EVR Position: Q4 2015 in Review

Ivory Investment Management sold out of Evercore (EVR) in Q4 2015, closing a stake of 149,187 shares — an estimated $7.5M sold.

Ivory Investment Management first reported a position in EVR in Q3 2014 and held it in 5 quarters. The position peaked at $27.3M in Q4 2014. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

  • Ivory Investment Management reported no remaining Evercore position as of Q4 2015 after selling out during the quarter.
  • Ivory Investment Management sold 149,187 Evercore shares in Q4 2015, an estimated $7.5M.
  • Ivory Investment Management first reported a position in Evercore in Q3 2014 and held it in 5 quarters.
  • Ivory Investment Management's Evercore position peaked at $27.3M in Q4 2014.
  • 224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on Ivory Investment Management's 13F filing for Q4 2015, filed 16 Feb 2016.