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Perkins Investment Management’s Evercore EVR Stock Holding History

Perkins Investment Management’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
2016
Q1 		– Sell
-164,342
Closed -$8.89M – 233
2015
Q4 		$8.89M Sell
164,342
-171,310
-51% -$9.25M 0.13% 139
2015
Q3 		$16.9M Sell
335,652
-243,097
-42% -$13.3M 0.24% 114
2015
Q2 		$31.2M Buy
578,749
+32,610
+6% +$1.66M 0.36% 104
2015
Q1 		$28.2M Buy
546,139
+4,439
+0.8% +$226K 0.28% 108
2014
Q4 		$28.4M Buy
541,700
+145,904
+37% +$7.3M 0.27% 117
2014
Q3 		$18.6M Buy
+395,796
New +$20.5M 0.17% 134
2014
Q1 		– Sell
-206,222
Closed -$12.3M – 261
2013
Q4 		$12.3M Sell
206,222
-148,378
-42% -$7.9M 0.09% 180
2013
Q3 		$17.5M Sell
354,600
-600
-0.2% -$27.6K 0.12% 164
2013
Q2 		$14M Buy
+355,200
New +$13.8M 0.09% 184

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Perkins Investment Management's EVR Position: Q1 2016 in Review

Perkins Investment Management sold out of Evercore (EVR) in Q1 2016, closing a stake of 164,342 shares — an estimated $8.89M sold.

Perkins Investment Management first reported a position in EVR in Q2 2013 and held it in 9 quarters. The position peaked at $31.2M in Q2 2015. 227 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Perkins Investment Management reported no remaining Evercore position as of Q1 2016 after selling out during the quarter.
  • Perkins Investment Management sold 164,342 Evercore shares in Q1 2016, an estimated $8.89M.
  • Perkins Investment Management first reported a position in Evercore in Q2 2013 and held it in 9 quarters.
  • Perkins Investment Management's Evercore position peaked at $31.2M in Q2 2015.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Perkins Investment Management's 13F filing for Q1 2016, filed 17 May 2016.