Stone Ridge Asset Management’s Evercore EVR Stock Holding History

Stone Ridge Asset 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
2020 Q3	–	Sell	-12,137	Closed	-$715K	–	152
2020 Q2	$715K	Sell	12,137 -2,100	-15%	-$114K	0.11%	186
2020 Q1	$656K	Sell	14,237 -5,900	-29%	-$395K	0.07%	315
2019 Q4	$1.5M	Buy	20,137 +2,700	+15%	+$206K	0.09%	279
2019 Q3	$1.4M	Buy	17,437 +1,000	+6%	+$82.9K	0.08%	297
2019 Q2	$1.46M	Sell	16,437 -12,900	-44%	-$1.15M	0.09%	280
2019 Q1	$2.67M	Sell	29,337 -384	-1%	-$33.7K	0.15%	143
2018 Q4	$2.13M	Buy	29,721 +8,460	+40%	+$695K	0.13%	151
2018 Q3	$2.14M	Sell	21,261 -647	-3%	-$69.7K	0.11%	168
2018 Q2	$2.31M	Buy	21,908 +7,694	+54%	+$793K	0.13%	152
2018 Q1	$1.24M	Hold	14,214	–	–	0.07%	296
2017 Q4	$1.28M	Buy	+14,214	New	+$1.19M	0.08%	284

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

FCM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stone Ridge Asset Management's EVR Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Evercore (EVR) in Q3 2020, closing a stake of 12,137 shares — an estimated $715K sold.

Stone Ridge Asset Management first reported a position in EVR in Q4 2017 and held it in 11 quarters. The position peaked at $2.67M in Q1 2019. 301 funds tracked by Wall St. Rank hold EVR as of Q3 2020.

Stone Ridge Asset Management reported no remaining Evercore position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 12,137 Evercore shares in Q3 2020, an estimated $715K.
Stone Ridge Asset Management first reported a position in Evercore in Q4 2017 and held it in 11 quarters.
Stone Ridge Asset Management's Evercore position peaked at $2.67M in Q1 2019.
301 funds tracked by Wall St. Rank held Evercore as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.