JCM
EVR icon

Jacobi Capital Management’s Evercore EVR Stock Holding History

Jacobi Capital 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
2018
Q4 		– Sell
-202
Closed -$20K – 975
2018
Q3 		$20K Sell
202
-128
-39% -$13.8K 0.01% 579
2018
Q2 		$35K Buy
330
+2
+0.6% +$206 0.01% 474
2018
Q1 		$29K Buy
328
+1
+0.3% +$94 0.01% 484
2017
Q4 		$30K Buy
327
+1
+0.3% +$83 0.01% 466
2017
Q3 		$25K Buy
326
+2
+0.6% +$150 0.01% 463
2017
Q2 		$23K Buy
324
+1
+0.3% +$73 0.01% 426
2017
Q1 		$24K Buy
323
+2
+0.6% +$155 0.01% 334
2016
Q4 		$23K Buy
321
+1
+0.3% +$61 0.01% 308
2016
Q3 		$16K Buy
320
+2
+0.6% +$101 0.01% 396
2016
Q2 		$14K Buy
+318
New +$15.8K 0.01% 402

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