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Jabodon PT Co’s Evercore EVR Stock Holding History

Jabodon PT Co’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
Q4 		– Sell
-112,000
Closed -$5.26M – 4
2014
Q3 		$5.26M Hold
112,000
– – 10.57% 4
2014
Q2 		$6.46M Hold
112,000
– – 11.6% 3
2014
Q1 		$6.19M Hold
112,000
– – 5.04% 4
2013
Q4 		$6.7M Buy
+112,000
New +$5.96M 6.04% 4

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Millennium Management
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VFA
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BIT
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Massachusetts Financial Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Jabodon PT Co's EVR Position: Q4 2014 in Review

Jabodon PT Co sold out of Evercore (EVR) in Q4 2014, closing a stake of 112,000 shares — an estimated $5.26M sold.

Jabodon PT Co first reported a position in EVR in Q4 2013 and held it in 4 quarters. The position peaked at $6.7M in Q4 2013. 195 funds tracked by Wall St. Rank hold EVR as of Q4 2014.

  • Jabodon PT Co reported no remaining Evercore position as of Q4 2014 after selling out during the quarter.
  • Jabodon PT Co sold 112,000 Evercore shares in Q4 2014, an estimated $5.26M.
  • Jabodon PT Co first reported a position in Evercore in Q4 2013 and held it in 4 quarters.
  • Jabodon PT Co's Evercore position peaked at $6.7M in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Evercore as of Q4 2014.

Based on Jabodon PT Co's 13F filing for Q4 2014, filed 2 Feb 2015.