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NWQ Investment Management Company’s Evercore EVR Stock Holding History

NWQ Investment Management Company’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 		$4.9M Buy
74,818
+26,343
+54% +$1.6M 0.22% 106
2020
Q2 		$2.86K Buy
+48,475
New +$2.64M 0.1% 128

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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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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 $9.73B AUM 55.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

NWQ Investment Management Company's EVR Position: Q3 2020 in Review

NWQ Investment Management Company increased its Evercore (EVR) stake by 54% in Q3 2020, buying an estimated $1.6M and bringing the position to 74,818 shares worth $4.9M. The position accounts for 0.22% of the portfolio, ranked #106.

NWQ Investment Management Company first reported a position in EVR in Q2 2020 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

  • NWQ Investment Management Company held 74,818 shares of Evercore worth $4.9M as of Q3 2020.
  • NWQ Investment Management Company bought 26,343 Evercore shares in Q3 2020, an estimated $1.6M.
  • Evercore made up 0.22% of NWQ Investment Management Company's portfolio in Q3 2020, its #106 holding.
  • NWQ Investment Management Company first reported a position in Evercore in Q2 2020 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.