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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jacobi Capital Management's EVR Position: Q4 2018 in Review

Jacobi Capital Management sold out of Evercore (EVR) in Q4 2018, closing a stake of 202 shares — an estimated $20K sold.

Jacobi Capital Management first reported a position in EVR in Q2 2016 and held it in 10 quarters. The position peaked at $35K in Q2 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

Jacobi Capital Management reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
Jacobi Capital Management sold 202 Evercore shares in Q4 2018, an estimated $20K.
Jacobi Capital Management first reported a position in Evercore in Q2 2016 and held it in 10 quarters.
Jacobi Capital Management's Evercore position peaked at $35K in Q2 2018.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Jacobi Capital Management's 13F filing for Q4 2018, filed 11 Feb 2019.