JIM
EVR icon

Jupiter Investment Management’s Evercore EVR Stock Holding History

Jupiter 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
2020
Q2 		$14.3M Buy
242,050
+165,848
+218% +$9.02M 0.23% 112
2020
Q1 		$3.51M Sell
76,202
-261,052
-77% -$17.5M 0.07% 177
2019
Q4 		$25.2M Buy
337,254
+20,908
+7% +$1.59M 0.35% 91
2019
Q3 		$25.3M Sell
316,346
-8,177
-3% -$678K 0.33% 92
2019
Q2 		$28.7M Sell
324,523
-319,693
-50% -$28.5M 0.29% 96
2019
Q1 		$58.6M Sell
644,216
-255,242
-28% -$22.4M 0.54% 61
2018
Q4 		$64.4M Buy
899,458
+182,918
+26% +$15M 0.57% 59
2018
Q3 		$72M Hold
716,540
– – 0.49% 68
2018
Q2 		$75.6M Hold
716,540
– – 0.54% 63
2018
Q1 		$62.5M Hold
716,540
– – 0.5% 65
2017
Q4 		$64.5M Buy
716,540
+346,455
+94% +$28.9M 0.59% 54
2017
Q3 		$29.7M Buy
370,085
+142,313
+62% +$10.7M 0.31% 92
2017
Q2 		$16.1M Buy
227,772
+189,720
+499% +$13.8M 0.19% 114
2017
Q1 		$2.96M Buy
38,052
+10,834
+40% +$841K 0.04% 187
2016
Q4 		$1.87M Sell
27,218
-57,488
-68% -$3.53M 0.03% 188
2016
Q3 		$4.36M Buy
84,706
+64,062
+310% +$3.22M 0.08% 164
2016
Q2 		$912K Sell
20,644
-7,165
-26% -$357K 0.02% 298
2016
Q1 		$1.44M Buy
+27,809
New +$1.33M 0.03% 276
2015
Q4 		– Sell
-2,746
Closed -$137K – 314
2015
Q3 		$137K Buy
+2,746
New +$150K ﹤0.01% 296

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