MCM
EVR icon

McKinley Capital Management’s Evercore EVR Stock Holding History

McKinley 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
2019
Q4 		– Sell
-68,467
Closed -$5.48M – 195
2019
Q3 		$5.48M Sell
68,467
-12,400
-15% -$1.03M 0.41% 65
2019
Q2 		$7.16M Buy
80,867
+3,700
+5% +$329K 0.46% 58
2019
Q1 		$7.02M Sell
77,167
-16,290
-17% -$1.43M 0.51% 56
2018
Q4 		$6.69M Sell
93,457
-27,379
-23% -$2.25M 0.54% 59
2018
Q3 		$12.2M Sell
120,836
-78
-0.1% -$8.4K 0.77% 49
2018
Q2 		$12.8M Sell
120,914
-23,690
-16% -$2.44M 0.83% 44
2018
Q1 		$12.6M Buy
144,604
+8,814
+6% +$830K 0.74% 51
2017
Q4 		$12.2M Sell
135,790
-65,135
-32% -$5.43M 0.62% 52
2017
Q3 		$16.1M Buy
200,925
+200,365
+35,779% +$15.1M 0.66% 53
2017
Q2 		$39K Buy
+560
New +$40.7K ﹤0.01% 387

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

McKinley Capital Management's EVR Position: Q4 2019 in Review

McKinley Capital Management sold out of Evercore (EVR) in Q4 2019, closing a stake of 68,467 shares — an estimated $5.48M sold.

McKinley Capital Management first reported a position in EVR in Q2 2017 and held it in 10 quarters. The position peaked at $16.1M in Q3 2017. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • McKinley Capital Management reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • McKinley Capital Management sold 68,467 Evercore shares in Q4 2019, an estimated $5.48M.
  • McKinley Capital Management first reported a position in Evercore in Q2 2017 and held it in 10 quarters.
  • McKinley Capital Management's Evercore position peaked at $16.1M in Q3 2017.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on McKinley Capital Management's 13F filing for Q4 2019, filed 23 Jan 2020.