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Ladenburg Thalmann Financial Services’s Evercore EVR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$239K Buy
3,204
+106
+3% +$8.08K ﹤0.01% 2372
2019
Q3 		$249K Buy
3,098
+441
+17% +$36.5K ﹤0.01% 2306
2019
Q2 		$235K Buy
2,657
+492
+23% +$43.8K ﹤0.01% 2352
2019
Q1 		$196K Buy
2,165
+272
+14% +$23.9K ﹤0.01% 2410
2018
Q4 		$136K Buy
1,893
+507
+37% +$41.6K ﹤0.01% 2531
2018
Q3 		$139K Sell
1,386
-1,428
-51% -$154K ﹤0.01% 2588
2018
Q2 		$245K Hold
2,814
– – ﹤0.01% 2080
2018
Q1 		$245K Buy
2,814
+141
+5% +$13.3K ﹤0.01% 2080
2017
Q4 		$241K Buy
2,673
+89
+3% +$7.42K ﹤0.01% 2068
2017
Q3 		$207K Sell
2,584
-904
-26% -$68K ﹤0.01% 2080
2017
Q2 		$245K Buy
3,488
+295
+9% +$21.5K ﹤0.01% 1876
2017
Q1 		$249K Sell
3,193
-683
-18% -$53K ﹤0.01% 1755
2016
Q4 		$268K Buy
3,876
+3,250
+519% +$200K ﹤0.01% 1628
2016
Q3 		$32K Sell
626
-94
-13% -$4.73K ﹤0.01% 3087
2016
Q2 		$32K Sell
720
-212
-23% -$10.6K ﹤0.01% 3014
2016
Q1 		$48K Sell
932
-2,906
-76% -$139K ﹤0.01% 2623
2015
Q4 		$207K Buy
3,838
+2,740
+250% +$148K ﹤0.01% 1556
2015
Q3 		$55K Buy
1,098
+668
+155% +$36.6K ﹤0.01% 2394
2015
Q2 		$24K Buy
430
+13
+3% +$663 ﹤0.01% 3110
2015
Q1 		$21K Sell
417
-2
-0.5% -$102 ﹤0.01% 3155
2014
Q4 		$22K Sell
419
-175
-29% -$8.76K ﹤0.01% 2918
2014
Q3 		$28K Buy
594
+103
+21% +$5.34K ﹤0.01% 2398
2014
Q2 		$28K Sell
491
-62
-11% -$3.4K ﹤0.01% 2409
2014
Q1 		$31K Buy
553
+128
+30% +$7.32K ﹤0.01% 2268
2013
Q4 		$25K Hold
425
– – ﹤0.01% 2390
2013
Q3 		$21K Sell
425
-101
-19% -$4.65K ﹤0.01% 2410
2013
Q2 		$21K Buy
+526
New +$20.4K ﹤0.01% 2311

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $32.4B AUM 17.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EVR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Evercore (EVR) stake by 3.4% in Q4 2019, buying an estimated $8.08K and bringing the position to 3,204 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Ladenburg Thalmann Financial Services first reported a position in EVR in Q2 2013 and has held it in 27 quarters since. The position peaked at $268K in Q4 2016. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,204 shares of Evercore worth $239K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 106 Evercore shares in Q4 2019, an estimated $8.08K.
  • Evercore made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2372 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Evercore in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Evercore position peaked at $268K in Q4 2016.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.