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Meritage Portfolio Management’s Evercore EVR Stock Holding History

Meritage Portfolio 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
2020
Q2 		– Sell
-42,951
Closed -$1.98M – 215
2020
Q1 		$1.98M Buy
+42,951
New +$2.88M 0.27% 108

Other funds holding EVR

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Meritage Portfolio Management's EVR Position: Q2 2020 in Review

Meritage Portfolio Management sold out of Evercore (EVR) in Q2 2020, closing a stake of 42,951 shares — an estimated $1.98M sold.

Meritage Portfolio Management first reported a position in EVR in Q1 2020 and held it in 1 quarter. The position peaked at $1.98M in Q1 2020. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • Meritage Portfolio Management reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 42,951 Evercore shares in Q2 2020, an estimated $1.98M.
  • Meritage Portfolio Management first reported a position in Evercore in Q1 2020 and held it in 1 quarter.
  • Meritage Portfolio Management's Evercore position peaked at $1.98M in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Meritage Portfolio Management's 13F filing for Q2 2020, filed 27 Jul 2020.