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Stoneridge Investment Partners’s Evercore EVR Stock Holding History

Stoneridge Investment Partners’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
2016
Q1 		– Sell
-35,968
Closed -$1.95M – 299
2015
Q4 		$1.95M Buy
35,968
+206
+0.6% +$11.1K 0.26% 114
2015
Q3 		$1.8M Sell
35,762
-325
-0.9% -$17.8K 0.25% 117
2015
Q2 		$1.95M Sell
36,087
-5,915
-14% -$302K 0.24% 117
2015
Q1 		$2.17M Buy
+42,002
New +$2.13M 0.25% 128

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stoneridge Investment Partners's EVR Position: Q1 2016 in Review

Stoneridge Investment Partners sold out of Evercore (EVR) in Q1 2016, closing a stake of 35,968 shares — an estimated $1.95M sold.

Stoneridge Investment Partners first reported a position in EVR in Q1 2015 and held it in 4 quarters. The position peaked at $2.17M in Q1 2015. 227 funds tracked by Wall St. Rank hold EVR as of Q1 2016.

  • Stoneridge Investment Partners reported no remaining Evercore position as of Q1 2016 after selling out during the quarter.
  • Stoneridge Investment Partners sold 35,968 Evercore shares in Q1 2016, an estimated $1.95M.
  • Stoneridge Investment Partners first reported a position in Evercore in Q1 2015 and held it in 4 quarters.
  • Stoneridge Investment Partners's Evercore position peaked at $2.17M in Q1 2015.
  • 227 funds tracked by Wall St. Rank held Evercore as of Q1 2016.

Based on Stoneridge Investment Partners's 13F filing for Q1 2016, filed 29 Apr 2016.