SCA
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SAC Capital Advisors’s Evercore EVR Stock Holding History

SAC Capital 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
2014
Q2 		– Sell
-5,751
Closed -$318K – 342
2014
Q1 		$318K Buy
+5,751
New +$329K ﹤0.01% 1380
2013
Q4 		– Sell
-5,204
Closed -$256K – 1830
2013
Q3 		$256K Buy
+5,204
New +$239K ﹤0.01% 1469

Other funds holding EVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAC Capital Advisors's EVR Position: Q2 2014 in Review

SAC Capital Advisors sold out of Evercore (EVR) in Q2 2014, closing a stake of 5,751 shares — an estimated $318K sold.

SAC Capital Advisors first reported a position in EVR in Q3 2013 and held it in 2 quarters. The position peaked at $318K in Q1 2014. 197 funds tracked by Wall St. Rank hold EVR as of Q2 2014.

  • SAC Capital Advisors reported no remaining Evercore position as of Q2 2014 after selling out during the quarter.
  • SAC Capital Advisors sold 5,751 Evercore shares in Q2 2014, an estimated $318K.
  • SAC Capital Advisors first reported a position in Evercore in Q3 2013 and held it in 2 quarters.
  • SAC Capital Advisors's Evercore position peaked at $318K in Q1 2014.
  • 197 funds tracked by Wall St. Rank held Evercore as of Q2 2014.

Based on SAC Capital Advisors's 13F filing for Q2 2014.