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Renaissance Group’s Evercore EVR Stock Holding History

Renaissance Group’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
2018
Q2 		– Sell
-4,518
Closed -$394K – 282
2018
Q1 		$394K Buy
4,518
+119
+3% +$11.2K 0.01% 235
2017
Q4 		$396K Buy
4,399
+14
+0.3% +$1.17K 0.01% 234
2017
Q3 		$352K Buy
4,385
+2
+0% +$150 0.01% 241
2017
Q2 		$309K Buy
+4,383
New +$319K 0.01% 256
2016
Q3 		– Sell
-5,707
Closed -$252K – 281
2016
Q2 		$252K Buy
5,707
+119
+2% +$5.92K 0.01% 243
2016
Q1 		$289K Sell
5,588
-159
-3% -$7.6K 0.01% 214
2015
Q4 		$311K Sell
5,747
-119
-2% -$6.43K 0.01% 203
2015
Q3 		$295K Buy
+5,866
New +$321K 0.01% 208
2013
Q4 		– Sell
-5,134
Closed -$253K – 209
2013
Q3 		$253K Buy
+5,134
New +$236K 0.01% 176

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Renaissance Group's EVR Position: Q2 2018 in Review

Renaissance Group sold out of Evercore (EVR) in Q2 2018, closing a stake of 4,518 shares — an estimated $394K sold.

Renaissance Group first reported a position in EVR in Q3 2013 and held it in 9 quarters. The position peaked at $396K in Q4 2017. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

  • Renaissance Group reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
  • Renaissance Group sold 4,518 Evercore shares in Q2 2018, an estimated $394K.
  • Renaissance Group first reported a position in Evercore in Q3 2013 and held it in 9 quarters.
  • Renaissance Group's Evercore position peaked at $396K in Q4 2017.
  • 366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Renaissance Group's 13F filing for Q2 2018, filed 7 Aug 2018.