Scholtz & Company’s Evercore EVR Stock Holding History

Scholtz & Company’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 Q3	–	Sell	-35,082	Closed	-$3.7M	–	57
2018 Q2	$3.7M	Buy	+35,082	New	+$3.62M	2.59%	20

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Scholtz & Company's EVR Position: Q3 2018 in Review

Scholtz & Company sold out of Evercore (EVR) in Q3 2018, closing a stake of 35,082 shares — an estimated $3.7M sold.

Scholtz & Company first reported a position in EVR in Q2 2018 and held it in 1 quarter. The position peaked at $3.7M in Q2 2018. 363 funds tracked by Wall St. Rank hold EVR as of Q3 2018.

Scholtz & Company reported no remaining Evercore position as of Q3 2018 after selling out during the quarter.
Scholtz & Company sold 35,082 Evercore shares in Q3 2018, an estimated $3.7M.
Scholtz & Company first reported a position in Evercore in Q2 2018 and held it in 1 quarter.
Scholtz & Company's Evercore position peaked at $3.7M in Q2 2018.
363 funds tracked by Wall St. Rank held Evercore as of Q3 2018.

Based on Scholtz & Company's 13F filing for Q3 2018, filed 14 Nov 2018.