PAM
EVR icon

Princeton Alpha Management’s Evercore EVR Stock Holding History

Princeton Alpha 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
2017
Q1 		– Sell
-9,158
Closed -$629K – 609
2016
Q4 		$629K Buy
+9,158
New +$563K 0.13% 251
2016
Q2 		– Sell
-6,807
Closed -$352K – 824
2016
Q1 		$352K Buy
+6,807
New +$325K 0.06% 452
2015
Q3 		– Sell
-6,023
Closed -$325K – 776
2015
Q2 		$325K Sell
6,023
-698
-10% -$35.6K 0.06% 425
2015
Q1 		$347K Sell
6,721
-1,276
-16% -$64.8K 0.07% 374
2014
Q4 		$419K Buy
7,997
+618
+8% +$30.9K 0.12% 280
2014
Q3 		$347K Buy
+7,379
New +$382K 0.08% 367
2014
Q2 		– Sell
-5,214
Closed -$288K – 729
2014
Q1 		$288K Buy
+5,214
New +$298K 0.09% 367

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return