NAP
EVR icon

New Amsterdam Partners’s Evercore EVR Stock Holding History

New Amsterdam Partners’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
Q1 		$1.35M Buy
+14,828
New +$1.3M 0.5% 65
2018
Q4 		– Sell
-33,626
Closed -$3.38M – 120
2018
Q3 		$3.38M Sell
33,626
-898
-3% -$96.8K 0.87% 51
2018
Q2 		$3.64M Buy
+34,524
New +$3.56M 0.86% 45

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Amsterdam Partners's EVR Position: Q1 2019 in Review

New Amsterdam Partners opened a new position in Evercore (EVR) in Q1 2019: 14,828 shares worth $1.35M. The stake represents 0.5% of the portfolio and ranks #65 among its holdings. This is a return to the name: New Amsterdam Partners previously reported a position in EVR as recently as Q3 2018.

New Amsterdam Partners first reported a position in EVR in Q2 2018 and has held it in 3 quarters since. The position peaked at $3.64M in Q2 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • New Amsterdam Partners held 14,828 shares of Evercore worth $1.35M as of Q1 2019.
  • Evercore was a new New Amsterdam Partners position in Q1 2019.
  • Evercore made up 0.5% of New Amsterdam Partners's portfolio in Q1 2019, its #65 holding.
  • New Amsterdam Partners first reported a position in Evercore in Q2 2018 and has held it in 3 quarters since.
  • New Amsterdam Partners's Evercore position peaked at $3.64M in Q2 2018.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on New Amsterdam Partners's 13F filing for Q1 2019, filed 2 May 2019.