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Thompson Siegel & Walmsley’s Evercore EVR Stock Holding History

Thompson Siegel & Walmsley’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
Q1 		– Sell
-97,799
Closed -$7.31M – 687
2019
Q4 		$7.31M Sell
97,799
-2,944
-3% -$224K 0.11% 148
2019
Q3 		$8.07M Buy
+100,743
New +$8.35M 0.13% 137
2017
Q2 		– Sell
-15
Closed -$1K – 848
2017
Q1 		$1K Hold
15
– – ﹤0.01% 804
2016
Q4 		$1K Buy
+15
New +$922 ﹤0.01% 817

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Thompson Siegel & Walmsley's EVR Position: Q1 2020 in Review

Thompson Siegel & Walmsley sold out of Evercore (EVR) in Q1 2020, closing a stake of 97,799 shares — an estimated $7.31M sold.

Thompson Siegel & Walmsley first reported a position in EVR in Q4 2016 and held it in 4 quarters. The position peaked at $8.07M in Q3 2019. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • Thompson Siegel & Walmsley reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 97,799 Evercore shares in Q1 2020, an estimated $7.31M.
  • Thompson Siegel & Walmsley first reported a position in Evercore in Q4 2016 and held it in 4 quarters.
  • Thompson Siegel & Walmsley's Evercore position peaked at $8.07M in Q3 2019.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2020, filed 12 May 2020.