SCM
EVR icon

Suffolk Capital Management’s Evercore EVR Stock Holding History

Suffolk 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
2017
Q4 		– Sell
-16,089
Closed -$1.29M – 136
2017
Q3 		$1.29M Sell
16,089
-8,320
-34% -$626K 0.17% 80
2017
Q2 		$1.72M Buy
24,409
+6,263
+35% +$455K 0.23% 72
2017
Q1 		$1.41M Buy
+18,146
New +$1.41M 0.19% 90

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Suffolk Capital Management's EVR Position: Q4 2017 in Review

Suffolk Capital Management sold out of Evercore (EVR) in Q4 2017, closing a stake of 16,089 shares — an estimated $1.29M sold.

Suffolk Capital Management first reported a position in EVR in Q1 2017 and held it in 3 quarters. The position peaked at $1.72M in Q2 2017. 329 funds tracked by Wall St. Rank hold EVR as of Q4 2017.

  • Suffolk Capital Management reported no remaining Evercore position as of Q4 2017 after selling out during the quarter.
  • Suffolk Capital Management sold 16,089 Evercore shares in Q4 2017, an estimated $1.29M.
  • Suffolk Capital Management first reported a position in Evercore in Q1 2017 and held it in 3 quarters.
  • Suffolk Capital Management's Evercore position peaked at $1.72M in Q2 2017.
  • 329 funds tracked by Wall St. Rank held Evercore as of Q4 2017.

Based on Suffolk Capital Management's 13F filing for Q4 2017, filed 9 Feb 2018.