RA
EVR icon

Rational Advisors’s Evercore EVR Stock Holding History

Rational 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
2016
Q2 		– Sell
-7,000
Closed -$362K – 219
2016
Q1 		$362K Buy
+7,000
New +$334K 0.24% 115
2015
Q3 		$3.47M Sell
69,000
-17,000
-20% -$931K 1.4% 6
2015
Q2 		$4.64M Sell
86,000
-40,000
-32% -$2.04M 1.49% 9
2015
Q1 		$6.51M Sell
126,000
-14,000
-10% -$712K 1.58% 8
2014
Q4 		$7.33M Buy
+140,000
New +$7.01M 1.45% 7
2013
Q4 		$8.67M Hold
145,000
– – 0.74% 14
2013
Q3 		$7.14M Hold
145,000
– – 0.55% 27
2013
Q2 		$5.7M Buy
+145,000
New +$5.62M 0.48% 47

Other funds holding EVR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JCM
Junto Capital Management New York $4.74B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return