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Schonfeld Group Holdings’s Evercore EVR Stock Holding History

Schonfeld Group Holdings’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
2015
Q4 		$283K Buy
+5,232
New +$283K 0.18% 171
2014
Q1 		– Sell
-3,697
Closed -$221K – 557
2013
Q4 		$221K Buy
+3,697
New +$197K 0.08% 327

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schonfeld Group Holdings's EVR Position: Q4 2015 in Review

Schonfeld Group Holdings opened a new position in Evercore (EVR) in Q4 2015: 5,232 shares worth $283K. The stake represents 0.18% of the portfolio and ranks #171 among its holdings. This is a return to the name: Schonfeld Group Holdings previously reported a position in EVR as recently as Q4 2013.

Schonfeld Group Holdings first reported a position in EVR in Q4 2013 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold EVR as of Q4 2015.

  • Schonfeld Group Holdings held 5,232 shares of Evercore worth $283K as of Q4 2015.
  • Evercore was a new Schonfeld Group Holdings position in Q4 2015.
  • Evercore made up 0.18% of Schonfeld Group Holdings's portfolio in Q4 2015, its #171 holding.
  • Schonfeld Group Holdings first reported a position in Evercore in Q4 2013 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held Evercore as of Q4 2015.

Based on Schonfeld Group Holdings's 13F filing for Q4 2015, filed 12 Feb 2016.