Lord, Abbett & Co
EVER

Lord, Abbett & Co’s Everbank Financial Corp EVER Stock Holding History

Lord, Abbett & Co’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-857,209
Closed -$12.8M – 1127
2013
Q3 		$12.8M Sell
857,209
-2,629,491
-75% -$40.6M 0.03% 602
2013
Q2 		$57.7M Buy
+3,486,700
New +$55.2M 0.13% 203

Other funds holding EVER

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBK
Steven B. Klinsky $220M AUM 4.28% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
ACP
Aquiline Capital Partners New York $46.9M AUM 5.65% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lord, Abbett & Co's EVER Position: Q4 2013 in Review

Lord, Abbett & Co sold out of Everbank Financial Corp (EVER) in Q4 2013, closing a stake of 857,209 shares — an estimated $12.8M sold.

Lord, Abbett & Co first reported a position in EVER in Q2 2013 and held it in 2 quarters. The position peaked at $57.7M in Q2 2013. 114 funds tracked by Wall St. Rank hold EVER as of Q4 2013.

  • Lord, Abbett & Co reported no remaining Everbank Financial Corp position as of Q4 2013 after selling out during the quarter.
  • Lord, Abbett & Co sold 857,209 Everbank Financial Corp shares in Q4 2013, an estimated $12.8M.
  • Lord, Abbett & Co first reported a position in Everbank Financial Corp in Q2 2013 and held it in 2 quarters.
  • Lord, Abbett & Co's Everbank Financial Corp position peaked at $57.7M in Q2 2013.
  • 114 funds tracked by Wall St. Rank held Everbank Financial Corp as of Q4 2013.

Based on Lord, Abbett & Co's 13F filing for Q4 2013, filed 14 Feb 2014.