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Rainier Investment Management’s Evercore EVR Stock Holding History

Rainier 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
2017
Q4 		$5.94M Sell
65,950
-2,160
-3% -$180K 2.51% 2
2017
Q3 		$5.47M Sell
68,110
-17,130
-20% -$1.29M 1.29% 16
2017
Q2 		$6.01M Sell
85,240
-17,440
-17% -$1.27M 1.2% 22
2017
Q1 		$8M Sell
102,680
-17,690
-15% -$1.37M 0.87% 41
2016
Q4 		$8.27M Sell
120,370
-69,910
-37% -$4.3M 0.81% 48
2016
Q3 		$9.8M Buy
190,280
+1,370
+0.7% +$68.9K 0.63% 64
2016
Q2 		$8.35M Sell
188,910
-19,560
-9% -$974K 0.4% 98
2016
Q1 		$10.8M Buy
208,470
+21,680
+12% +$1.04M 0.48% 87
2015
Q4 		$10.1M Buy
+186,790
New +$10.1M 0.39% 112
2015
Q2 		– Sell
-146,200
Closed -$7.55M – 190
2015
Q1 		$7.55M Buy
146,200
+15,890
+12% +$808K 0.15% 169
2014
Q4 		$6.83M Sell
130,310
-193,600
-60% -$9.69M 0.12% 173
2014
Q3 		$15.2M Buy
+323,910
New +$16.8M 0.25% 134
2014
Q2 		– Sell
-494,910
Closed -$27.3M – 197
2014
Q1 		$27.3M Sell
494,910
-123,650
-20% -$7.07M 0.33% 108
2013
Q4 		$37M Sell
618,560
-384,030
-38% -$20.4M 0.38% 91
2013
Q3 		$49.4M Sell
1,002,590
-334,420
-25% -$15.4M 0.48% 77
2013
Q2 		$52.5M Buy
+1,337,010
New +$51.8M 0.48% 80

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rainier Investment Management's EVR Position: Q4 2017 in Review

Rainier Investment Management reduced its Evercore (EVR) stake by 3.2% in Q4 2017, selling an estimated $180K and leaving 65,950 shares worth $5.94M. The position accounts for 2.51% of the portfolio, ranked #2.

Rainier Investment Management first reported a position in EVR in Q2 2013 and has held it in 16 quarters since. The position peaked at $52.5M in Q2 2013. 329 funds tracked by Wall St. Rank hold EVR as of Q4 2017.

  • Rainier Investment Management held 65,950 shares of Evercore worth $5.94M as of Q4 2017.
  • Rainier Investment Management sold 2,160 Evercore shares in Q4 2017, an estimated $180K.
  • Evercore made up 2.51% of Rainier Investment Management's portfolio in Q4 2017, its #2 holding.
  • Rainier Investment Management first reported a position in Evercore in Q2 2013 and has held it in 16 quarters since.
  • Rainier Investment Management's Evercore position peaked at $52.5M in Q2 2013.
  • 329 funds tracked by Wall St. Rank held Evercore as of Q4 2017.

Based on Rainier Investment Management's 13F filing for Q4 2017, filed 2 Feb 2018.