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Piedmont Investment Advisors’s Evercore EVR Stock Holding History

Piedmont Investment Advisors’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
-3,963
Closed -$296K – 838
2019
Q4 		$296K Sell
3,963
-593
-13% -$45.2K 0.01% 760
2019
Q3 		$365K Sell
4,556
-437
-9% -$36.2K 0.01% 668
2019
Q2 		$442K Buy
4,993
+982
+24% +$87.4K 0.02% 599
2019
Q1 		$365K Buy
4,011
+31
+0.8% +$2.72K 0.01% 700
2018
Q4 		$285K Buy
3,980
+1,073
+37% +$88.1K 0.01% 751
2018
Q3 		$292K Buy
+2,907
New +$313K 0.01% 797
2018
Q1 		– Sell
-7,937
Closed -$714K – 780
2017
Q4 		$714K Sell
7,937
-9,857
-55% -$822K 0.01% 337
2017
Q3 		$1.43M Buy
17,794
+8,922
+101% +$671K 0.03% 272
2017
Q2 		$625K Buy
+8,872
New +$645K 0.01% 365

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piedmont Investment Advisors's EVR Position: Q1 2020 in Review

Piedmont Investment Advisors sold out of Evercore (EVR) in Q1 2020, closing a stake of 3,963 shares — an estimated $296K sold.

Piedmont Investment Advisors first reported a position in EVR in Q2 2017 and held it in 9 quarters. The position peaked at $1.43M in Q3 2017. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • Piedmont Investment Advisors reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 3,963 Evercore shares in Q1 2020, an estimated $296K.
  • Piedmont Investment Advisors first reported a position in Evercore in Q2 2017 and held it in 9 quarters.
  • Piedmont Investment Advisors's Evercore position peaked at $1.43M in Q3 2017.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Piedmont Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.