JIM
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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

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Jupiter Investment Management's EVR Position: Q2 2020 in Review

Jupiter Investment Management increased its Evercore (EVR) stake by 218% in Q2 2020, buying an estimated $9.02M and bringing the position to 242,050 shares worth $14.3M. The position accounts for 0.23% of the portfolio, ranked #112.

Jupiter Investment Management first reported a position in EVR in Q3 2015 and has held it in 19 quarters since. The position peaked at $75.6M in Q2 2018. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • Jupiter Investment Management held 242,050 shares of Evercore worth $14.3M as of Q2 2020.
  • Jupiter Investment Management bought 165,848 Evercore shares in Q2 2020, an estimated $9.02M.
  • Evercore made up 0.23% of Jupiter Investment Management's portfolio in Q2 2020, its #112 holding.
  • Jupiter Investment Management first reported a position in Evercore in Q3 2015 and has held it in 19 quarters since.
  • Jupiter Investment Management's Evercore position peaked at $75.6M in Q2 2018.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.