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Man Investments (UK)’s Evercore EVR Stock Holding History

Man Investments (UK)’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
2014
Q2 		$217K Sell
3,757
-7,847
-68% -$431K 0.02% 709
2014
Q1 		$641K Sell
11,604
-20,317
-64% -$1.16M 0.06% 527
2013
Q4 		$1.91M Buy
+31,921
New +$1.7M 0.21% 150
2013
Q3 		– Sell
-35,468
Closed -$1.39M – 628
2013
Q2 		$1.39M Buy
+35,468
New +$1.37M 0.31% 130

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Man Investments (UK)'s EVR Position: Q2 2014 in Review

Man Investments (UK) reduced its Evercore (EVR) stake by 68% in Q2 2014, selling an estimated $431K and leaving 3,757 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #709.

Man Investments (UK) first reported a position in EVR in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.91M in Q4 2013. 197 funds tracked by Wall St. Rank hold EVR as of Q2 2014.

  • Man Investments (UK) held 3,757 shares of Evercore worth $217K as of Q2 2014.
  • Man Investments (UK) sold 7,847 Evercore shares in Q2 2014, an estimated $431K.
  • Evercore made up 0.02% of Man Investments (UK)'s portfolio in Q2 2014, its #709 holding.
  • Man Investments (UK) first reported a position in Evercore in Q2 2013 and has held it in 4 quarters since.
  • Man Investments (UK)'s Evercore position peaked at $1.91M in Q4 2013.
  • 197 funds tracked by Wall St. Rank held Evercore as of Q2 2014.

Based on Man Investments (UK)'s 13F filing for Q2 2014, filed 14 Aug 2014.