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OppenheimerFunds’s Evercore EVR Stock Holding History

OppenheimerFunds’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 		$700K Buy
7,693
+198
+3% +$17.4K ﹤0.01% 1223
2018
Q4 		$536K Sell
7,495
-227,684
-97% -$18.7M ﹤0.01% 1344
2018
Q3 		$23.6M Buy
235,179
+91,632
+64% +$9.87M 0.03% 546
2018
Q2 		$15.1M Buy
143,547
+135,522
+1,689% +$14M 0.02% 650
2018
Q1 		$700K Sell
8,025
-5,077
-39% -$478K ﹤0.01% 1230
2017
Q4 		$1.18M Sell
13,102
-2,620
-17% -$219K ﹤0.01% 1112
2017
Q3 		$1.26M Sell
15,722
-1,610
-9% -$121K ﹤0.01% 1087
2017
Q2 		$1.22M Sell
17,332
-277,666
-94% -$20.2M ﹤0.01% 1099
2017
Q1 		$23M Buy
294,998
+29,050
+11% +$2.26M 0.03% 535
2016
Q4 		$18.3M Buy
265,948
+253,790
+2,087% +$15.6M 0.02% 600
2016
Q3 		$626K Sell
12,158
-268,743
-96% -$13.5M ﹤0.01% 1169
2016
Q2 		$12.4M Buy
280,901
+5,019
+2% +$250K 0.02% 686
2016
Q1 		$14.3M Buy
275,882
+11,226
+4% +$536K 0.02% 652
2015
Q4 		$14.3M Buy
+264,656
New +$14.3M 0.02% 667
2015
Q1 		– Sell
-220,020
Closed -$11.5M – 912
2014
Q4 		$11.5M Sell
220,020
-152,500
-41% -$7.63M 0.01% 733
2014
Q3 		$17.5M Sell
372,520
-155,490
-29% -$8.05M 0.02% 597
2014
Q2 		$30.4M Buy
528,010
+26,620
+5% +$1.46M 0.03% 472
2014
Q1 		$27.7M Buy
501,390
+148,980
+42% +$8.52M 0.03% 494
2013
Q4 		$21.1M Buy
352,410
+32,880
+10% +$1.75M 0.03% 546
2013
Q3 		$15.7M Buy
319,530
+18,300
+6% +$842K 0.02% 597
2013
Q2 		$11.8M Buy
+301,230
New +$11.7M 0.02% 648

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OppenheimerFunds's EVR Position: Q1 2019 in Review

OppenheimerFunds increased its Evercore (EVR) stake by 2.6% in Q1 2019, buying an estimated $17.4K and bringing the position to 7,693 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

OppenheimerFunds first reported a position in EVR in Q2 2013 and has held it in 21 quarters since. The position peaked at $30.4M in Q2 2014. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • OppenheimerFunds held 7,693 shares of Evercore worth $700K as of Q1 2019.
  • OppenheimerFunds bought 198 Evercore shares in Q1 2019, an estimated $17.4K.
  • Evercore made up ﹤0.01% of OppenheimerFunds's portfolio in Q1 2019, its #1223 holding.
  • OppenheimerFunds first reported a position in Evercore in Q2 2013 and has held it in 21 quarters since.
  • OppenheimerFunds's Evercore position peaked at $30.4M in Q2 2014.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.