OFS
EVR icon

Orrstown Financial Services’s Evercore EVR Stock Holding History

Orrstown Financial Services’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
Q4 		– Sell
-31
Closed -$2K – 131
2019
Q3 		$2K Sell
31
-40
-56% -$3.31K ﹤0.01% 217
2019
Q2 		$6K Hold
71
– – 0.01% 192
2019
Q1 		$6K Sell
71
-165
-70% -$14.5K 0.01% 196
2018
Q4 		$17K Hold
236
– – 0.03% 149
2018
Q3 		$24K Sell
236
-298
-56% -$32.1K 0.03% 146
2018
Q2 		$56K Hold
534
– – 0.07% 136
2018
Q1 		$47K Sell
534
-19
-3% -$1.79K 0.06% 148
2017
Q4 		$50K Buy
553
+48
+10% +$4K 0.06% 147
2017
Q3 		$41K Buy
505
+60
+13% +$4.51K 0.05% 153
2017
Q2 		$31K Sell
445
-35
-7% -$2.54K 0.03% 168
2017
Q1 		$37K Sell
480
-15
-3% -$1.17K 0.04% 161
2016
Q4 		$33K Buy
495
+185
+60% +$11.4K 0.03% 152
2016
Q3 		$16K Buy
310
+110
+55% +$5.53K 0.02% 173
2016
Q2 		$9K Buy
+200
New +$9.96K 0.01% 188

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Orrstown Financial Services's EVR Position: Q4 2019 in Review

Orrstown Financial Services sold out of Evercore (EVR) in Q4 2019, closing a stake of 31 shares — an estimated $2K sold.

Orrstown Financial Services first reported a position in EVR in Q2 2016 and held it in 14 quarters. The position peaked at $56K in Q2 2018. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Orrstown Financial Services reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Orrstown Financial Services sold 31 Evercore shares in Q4 2019, an estimated $2K.
  • Orrstown Financial Services first reported a position in Evercore in Q2 2016 and held it in 14 quarters.
  • Orrstown Financial Services's Evercore position peaked at $56K in Q2 2018.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Orrstown Financial Services's 13F filing for Q4 2019, filed 17 Jan 2020.