Kaizen Advisory’s Evercore EVR Stock Holding History

Kaizen Advisory’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 Q3	–	Sell	-11,492	Closed	-$1.21M	–	583
2018 Q2	$1.21M	Buy	11,492 +8,606	+298%	+$887K	0.62%	35
2018 Q1	$252K	Buy	+2,886	New	+$272K	0.25%	83

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JIM

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

Kaizen Advisory's EVR Position: Q3 2018 in Review

Kaizen Advisory sold out of Evercore (EVR) in Q3 2018, closing a stake of 11,492 shares — an estimated $1.21M sold.

Kaizen Advisory first reported a position in EVR in Q1 2018 and held it in 2 quarters. The position peaked at $1.21M in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

Kaizen Advisory reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 11,492 Evercore shares in Q3 2018, an estimated $1.21M.
Kaizen Advisory first reported a position in Evercore in Q1 2018 and held it in 2 quarters.
Kaizen Advisory's Evercore position peaked at $1.21M in Q2 2018.
363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.