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NumerixS Investment Technologies’s Evercore EVR Stock Holding History

NumerixS Investment Technologies’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
Q3 		– Sell
-1,025
Closed -$60K – 286
2020
Q2 		$60K Sell
1,025
-700
-41% -$38.1K 0.02% 750
2020
Q1 		$79K Sell
1,725
-500
-22% -$33.5K 0.04% 490
2019
Q4 		$166K Sell
2,225
-775
-26% -$59.1K 0.03% 539
2019
Q3 		$240K Buy
3,000
+2,100
+233% +$174K 0.06% 337
2019
Q2 		$80K Sell
900
-6,300
-88% -$561K 0.02% 663
2019
Q1 		$658K Buy
7,200
+4,700
+188% +$413K 0.09% 284
2018
Q4 		$177K Buy
2,500
+2,200
+733% +$181K 0.06% 382
2018
Q3 		$30K Sell
300
-700
-70% -$75.4K 0.01% 1044
2018
Q2 		$106K Hold
1,000
– – 0.02% 725
2018
Q1 		$84K Buy
1,000
+100
+11% +$9.42K 0.02% 704
2017
Q4 		$81K Sell
900
-1,150
-56% -$95.9K 0.02% 759
2017
Q3 		$165K Sell
2,050
-6,550
-76% -$492K 0.04% 563
2017
Q2 		$606K Buy
8,600
+3,100
+56% +$225K 0.09% 284
2017
Q1 		$428K Hold
5,500
– – 0.05% 471
2016
Q4 		$378K Sell
5,500
-2,600
-32% -$160K 0.05% 473
2016
Q3 		$417K Buy
8,100
+4,100
+103% +$206K 0.05% 431
2016
Q2 		$177K Sell
4,000
-9,516
-70% -$474K 0.02% 747
2016
Q1 		$699K Buy
13,516
+2,011
+17% +$96.1K 0.08% 358
2015
Q4 		$622K Sell
11,505
-700
-6% -$37.8K 0.08% 352
2015
Q3 		$613K Buy
+12,205
New +$669K 0.07% 329
2015
Q2 		– Sell
-5,426
Closed -$280K – 677
2015
Q1 		$280K Sell
5,426
-1,800
-25% -$91.5K 0.05% 459
2014
Q4 		$378K Buy
+7,226
New +$362K 0.13% 236

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NumerixS Investment Technologies's EVR Position: Q3 2020 in Review

NumerixS Investment Technologies sold out of Evercore (EVR) in Q3 2020, closing a stake of 1,025 shares — an estimated $60K sold.

NumerixS Investment Technologies first reported a position in EVR in Q4 2014 and held it in 22 quarters. The position peaked at $699K in Q1 2016. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

  • NumerixS Investment Technologies reported no remaining Evercore position as of Q3 2020 after selling out during the quarter.
  • NumerixS Investment Technologies sold 1,025 Evercore shares in Q3 2020, an estimated $60K.
  • NumerixS Investment Technologies first reported a position in Evercore in Q4 2014 and held it in 22 quarters.
  • NumerixS Investment Technologies's Evercore position peaked at $699K in Q1 2016.
  • 301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on NumerixS Investment Technologies's 13F filing for Q3 2020.