Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
OFS
Orrstown Financial Services’s
Evercore
EVR
Stock Holding History
Orrstown Financial Services’s Portfolio
EVR Stock Details
EVR Fund Activity
Bought
Maintained
Sold
Shares
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
TCM
TimesSquare Capital Management
New York
$5.89B AUM
28.74%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Los Angeles Capital Management
Los Angeles, California
$25.4B AUM
38.46%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close