TAM
EVR icon

Tocqueville Asset Management’s Evercore EVR Stock Holding History

Tocqueville 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
Q2 		– Sell
-20,650
Closed -$951K – 660
2020
Q1 		$951K Buy
+20,650
New +$1.38M 0.02% 363
2016
Q2 		– Sell
-5,500
Closed -$285K – 853
2016
Q1 		$285K Sell
5,500
-800
-13% -$38.2K ﹤0.01% 739
2015
Q4 		$341K Buy
6,300
+800
+15% +$43.2K ﹤0.01% 742
2015
Q3 		$276K Buy
+5,500
New +$301K ﹤0.01% 828

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Tocqueville Asset Management's EVR Position: Q2 2020 in Review

Tocqueville Asset Management sold out of Evercore (EVR) in Q2 2020, closing a stake of 20,650 shares — an estimated $951K sold.

Tocqueville Asset Management first reported a position in EVR in Q3 2015 and held it in 4 quarters. The position peaked at $951K in Q1 2020. 303 funds tracked by Wall St. Rank hold EVR as of Q2 2020.

  • Tocqueville Asset Management reported no remaining Evercore position as of Q2 2020 after selling out during the quarter.
  • Tocqueville Asset Management sold 20,650 Evercore shares in Q2 2020, an estimated $951K.
  • Tocqueville Asset Management first reported a position in Evercore in Q3 2015 and held it in 4 quarters.
  • Tocqueville Asset Management's Evercore position peaked at $951K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Evercore as of Q2 2020.

Based on Tocqueville Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.