U.S. Global Investors (USGI)’s Evercore EVR Stock Holding History

U.S. Global Investors (USGI)’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	-16,369	Closed	-$1.22M	–	169
2019 Q4	$1.22M	Buy	+16,369	New	+$1.25M	0.55%	59
2019 Q3	–	Sell	-11,945	Closed	-$1.06M	–	175
2019 Q2	$1.06M	Buy	+11,945	New	+$1.06M	0.55%	52
2017 Q4	–	Sell	-20,200	Closed	-$1.62M	–	132
2017 Q3	$1.62M	Buy	+20,200	New	+$1.52M	0.48%	43
2014 Q2	–	Sell	-23,000	Closed	-$1.27M	–	318
2014 Q1	$1.27M	Hold	23,000	–	–	0.21%	119
2013 Q4	$1.37M	Sell	23,000 -3,620	-14%	-$193K	0.25%	113
2013 Q3	$1.31M	Buy	+26,620	New	+$1.22M	0.22%	97

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

TCM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

U.S. Global Investors (USGI)'s EVR Position: Q1 2020 in Review

U.S. Global Investors (USGI) sold out of Evercore (EVR) in Q1 2020, closing a stake of 16,369 shares — an estimated $1.22M sold.

U.S. Global Investors (USGI) first reported a position in EVR in Q3 2013 and held it in 6 quarters. The position peaked at $1.62M in Q3 2017. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

U.S. Global Investors (USGI) reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
U.S. Global Investors (USGI) sold 16,369 Evercore shares in Q1 2020, an estimated $1.22M.
U.S. Global Investors (USGI) first reported a position in Evercore in Q3 2013 and held it in 6 quarters.
U.S. Global Investors (USGI)'s Evercore position peaked at $1.62M in Q3 2017.
289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2020, filed 4 May 2020.