Kennedy Capital Management’s Evercore EVR Stock Holding History

Kennedy 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	-82,089	Closed	-$8.25M	–	699
2018 Q3	$8.25M	Buy	82,089 +2,178	+3%	+$235K	0.15%	240
2018 Q2	$8.43M	Buy	79,911 +3,633	+5%	+$375K	0.16%	221
2018 Q1	$6.65M	Sell	76,278 -1,244	-2%	-$117K	0.13%	287
2017 Q4	$6.98M	Buy	77,522 +2,114	+3%	+$176K	0.13%	292
2017 Q3	$6.05M	Buy	75,408 +5,552	+8%	+$417K	0.11%	332
2017 Q2	$4.92M	Sell	69,856 -23,397	-25%	-$1.7M	0.09%	412
2017 Q1	$7.26M	Sell	93,253 -24	-0%	-$1.86K	0.13%	272
2016 Q4	$6.41M	Buy	93,277 +61,638	+195%	+$3.79M	0.11%	315
2016 Q3	$1.63M	Buy	+31,639	New	+$1.59M	0.03%	611

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 $3.38T AUM 44.17% 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

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

Kennedy Capital Management sold out of Evercore (EVR) in Q4 2018, closing a stake of 82,089 shares — an estimated $8.25M sold.

Kennedy Capital Management first reported a position in EVR in Q3 2016 and held it in 9 quarters. The position peaked at $8.43M in Q2 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

Kennedy Capital Management reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
Kennedy Capital Management sold 82,089 Evercore shares in Q4 2018, an estimated $8.25M.
Kennedy Capital Management first reported a position in Evercore in Q3 2016 and held it in 9 quarters.
Kennedy Capital Management's Evercore position peaked at $8.43M in Q2 2018.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Kennedy Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.