NAM
EVR icon

NorthCoast Asset Management’s Evercore EVR Stock Holding History

NorthCoast Asset 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
2013
Q3 		– Sell
-19,902
Closed -$782K – 174
2013
Q2 		$782K Buy
+19,902
New +$771K 0.06% 88

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
RIM
Rainier Investment Management Seattle, Washington $237M AUM 27.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

NorthCoast Asset Management's EVR Position: Q3 2013 in Review

NorthCoast Asset Management sold out of Evercore (EVR) in Q3 2013, closing a stake of 19,902 shares — an estimated $782K sold.

NorthCoast Asset Management first reported a position in EVR in Q2 2013 and held it in 1 quarter. The position peaked at $782K in Q2 2013. 178 funds tracked by Wall St. Rank hold EVR as of Q3 2013.

  • NorthCoast Asset Management reported no remaining Evercore position as of Q3 2013 after selling out during the quarter.
  • NorthCoast Asset Management sold 19,902 Evercore shares in Q3 2013, an estimated $782K.
  • NorthCoast Asset Management first reported a position in Evercore in Q2 2013 and held it in 1 quarter.
  • NorthCoast Asset Management's Evercore position peaked at $782K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Evercore as of Q3 2013.

Based on NorthCoast Asset Management's 13F filing for Q3 2013, filed 15 Nov 2013.