SIM
EVR icon

Spark Investment Management’s Evercore EVR Stock Holding History

Spark Investment Management’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
-20,000
Closed -$1.74M – 674
2018
Q1 		$1.74M Hold
20,000
– – 0.11% 248
2017
Q4 		$1.8M Buy
+20,000
New +$1.67M 0.1% 287
2017
Q3 		– Sell
-57,000
Closed -$4.02M – 737
2017
Q2 		$4.02M Sell
57,000
-16,600
-23% -$1.21M 0.25% 131
2017
Q1 		$5.73M Hold
73,600
– – 0.36% 60
2016
Q4 		$5.06M Buy
+73,600
New +$4.52M 0.42% 51
2016
Q2 		– Sell
-30,100
Closed -$1.56M – 802
2016
Q1 		$1.56M Hold
30,100
– – 0.16% 210
2015
Q4 		$1.63M Buy
+30,100
New +$1.63M 0.21% 147

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 $3.38T AUM 44.17% 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

Spark Investment Management's EVR Position: Q2 2018 in Review

Spark Investment Management sold out of Evercore (EVR) in Q2 2018, closing a stake of 20,000 shares — an estimated $1.74M sold.

Spark Investment Management first reported a position in EVR in Q4 2015 and held it in 7 quarters. The position peaked at $5.73M in Q1 2017. 366 funds tracked by Wall St. Rank hold EVR as of Q2 2018.

  • Spark Investment Management reported no remaining Evercore position as of Q2 2018 after selling out during the quarter.
  • Spark Investment Management sold 20,000 Evercore shares in Q2 2018, an estimated $1.74M.
  • Spark Investment Management first reported a position in Evercore in Q4 2015 and held it in 7 quarters.
  • Spark Investment Management's Evercore position peaked at $5.73M in Q1 2017.
  • 366 funds tracked by Wall St. Rank held Evercore as of Q2 2018.

Based on Spark Investment Management's 13F filing for Q2 2018, filed 8 Aug 2018.