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EVR icon

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 $5.7T AUM 30.48% 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 $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return