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Oakbrook Investments’s Evercore EVR Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-4,450
Closed -$333K – 229
2019
Q4 		$333K Sell
4,450
-150
-3% -$11.4K 0.07% 435
2019
Q3 		$368K Hold
4,600
– – 0.02% 446
2019
Q2 		$407K Sell
4,600
-250
-5% -$22.3K 0.02% 435
2019
Q1 		$441K Sell
4,850
-100
-2% -$8.78K 0.03% 423
2018
Q4 		$354K Sell
4,950
-700
-12% -$57.5K 0.02% 433
2018
Q3 		$568K Buy
5,650
+1,300
+30% +$140K 0.03% 419
2018
Q2 		$459K Buy
+4,350
New +$449K 0.03% 372

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oakbrook Investments's EVR Position: Q1 2020 in Review

Oakbrook Investments sold out of Evercore (EVR) in Q1 2020, closing a stake of 4,450 shares — an estimated $333K sold.

Oakbrook Investments first reported a position in EVR in Q2 2018 and held it in 7 quarters. The position peaked at $568K in Q3 2018. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • Oakbrook Investments reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 4,450 Evercore shares in Q1 2020, an estimated $333K.
  • Oakbrook Investments first reported a position in Evercore in Q2 2018 and held it in 7 quarters.
  • Oakbrook Investments's Evercore position peaked at $568K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.