Pegasus Partners’s Evercore EVR Stock Holding History

Pegasus Partners’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	-3,295	Closed	-$246K	–	146
2019 Q4	$246K	Sell	3,295 -1,982	-38%	-$151K	0.08%	154
2019 Q3	$423K	Sell	5,277 -8,858	-63%	-$734K	0.14%	144
2019 Q2	$1.25M	Sell	14,135 -3,064	-18%	-$273K	0.38%	89
2019 Q1	$1.56M	Buy	17,199 +9,077	+112%	+$797K	0.46%	80
2018 Q4	$581K	Sell	8,122 -10,744	-57%	-$882K	0.17%	112
2018 Q3	$1.9M	Buy	+18,866	New	+$2.03M	0.42%	89

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pegasus Partners's EVR Position: Q1 2020 in Review

Pegasus Partners sold out of Evercore (EVR) in Q1 2020, closing a stake of 3,295 shares — an estimated $246K sold.

Pegasus Partners first reported a position in EVR in Q3 2018 and held it in 6 quarters. The position peaked at $1.9M in Q3 2018. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

Pegasus Partners reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
Pegasus Partners sold 3,295 Evercore shares in Q1 2020, an estimated $246K.
Pegasus Partners first reported a position in Evercore in Q3 2018 and held it in 6 quarters.
Pegasus Partners's Evercore position peaked at $1.9M in Q3 2018.
289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Pegasus Partners's 13F filing for Q1 2020, filed 11 May 2020.