SRCM
EVR icon

Sterling Ridge Capital Management’s Evercore EVR Stock Holding History

Sterling Ridge Capital 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
2015
Q3 		– Sell
-70,296
Closed -$3.79M – 75
2015
Q2 		$3.79M Buy
+70,296
New +$3.59M 0.95% 34

Other funds holding EVR

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterling Ridge Capital Management's EVR Position: Q3 2015 in Review

Sterling Ridge Capital Management sold out of Evercore (EVR) in Q3 2015, closing a stake of 70,296 shares — an estimated $3.79M sold.

Sterling Ridge Capital Management first reported a position in EVR in Q2 2015 and held it in 1 quarter. The position peaked at $3.79M in Q2 2015. 204 funds tracked by Wall St. Rank hold EVR as of Q3 2015.

  • Sterling Ridge Capital Management reported no remaining Evercore position as of Q3 2015 after selling out during the quarter.
  • Sterling Ridge Capital Management sold 70,296 Evercore shares in Q3 2015, an estimated $3.79M.
  • Sterling Ridge Capital Management first reported a position in Evercore in Q2 2015 and held it in 1 quarter.
  • Sterling Ridge Capital Management's Evercore position peaked at $3.79M in Q2 2015.
  • 204 funds tracked by Wall St. Rank held Evercore as of Q3 2015.

Based on Sterling Ridge Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.