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Liberty Mutual Group Asset Management’s Evercore EVR Stock Holding History

Liberty Mutual Group Asset 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
-8,109
Closed -$815K – 278
2018
Q3 		$815K Hold
8,109
– – 0.02% 486
2018
Q2 		$855K Buy
+8,109
New +$836K 0.02% 460

Other funds holding EVR

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Liberty Mutual Group Asset Management's EVR Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Evercore (EVR) in Q4 2018, closing a stake of 8,109 shares — an estimated $815K sold.

Liberty Mutual Group Asset Management first reported a position in EVR in Q2 2018 and held it in 2 quarters. The position peaked at $855K in Q2 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 8,109 Evercore shares in Q4 2018, an estimated $815K.
  • Liberty Mutual Group Asset Management first reported a position in Evercore in Q2 2018 and held it in 2 quarters.
  • Liberty Mutual Group Asset Management's Evercore position peaked at $855K in Q2 2018.
  • 333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.