RQS
EVR icon

Ramsey Quantitative Systems’s Evercore EVR Stock Holding History

Ramsey Quantitative Systems’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
2019
Q1 		– Sell
-2,952
Closed -$211K – 73
2018
Q4 		$211K Buy
2,952
+51
+2% +$4.19K 0.25% 170
2018
Q3 		$292K Sell
2,901
-417
-13% -$44.9K 0.29% 147
2018
Q2 		$350K Buy
3,318
+291
+10% +$30K 0.35% 73
2018
Q1 		$264K Hold
3,027
– – 0.28% 122
2017
Q4 		$272K Sell
3,027
-1,315
-30% -$110K 0.28% 115
2017
Q3 		$348K Buy
4,342
+124
+3% +$9.32K 0.38% 70
2017
Q2 		$297K Sell
4,218
-7,095
-63% -$516K 0.33% 144
2017
Q1 		$509K Buy
11,313
+3,934
+53% +$305K 0.58% 43
2016
Q4 		$507K Sell
7,379
-5,172
-41% -$318K 0.69% 46
2016
Q3 		$647K Buy
12,551
+1,960
+19% +$98.6K 0.71% 100
2016
Q2 		$468K Buy
+10,591
New +$527K 0.51% 133

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return