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UBS O'Connor’s Evercore EVR Stock Holding History

UBS O'Connor’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
2018
Q1 		– Sell
-62,500
Closed -$5.63M – 326
2017
Q4 		$5.63M Buy
+62,500
New +$5.21M 0.1% 143
2015
Q2 		– Sell
-93,572
Closed -$4.83M – 833
2015
Q1 		$4.83M Buy
+93,572
New +$4.76M 0.05% 294
2014
Q4 		– Sell
-141,306
Closed -$6.64M – 660
2014
Q3 		$6.64M Buy
+141,306
New +$7.32M 0.11% 191
2014
Q2 		– Sell
-105,637
Closed -$5.84M – 472
2014
Q1 		$5.84M Buy
+105,637
New +$6.04M 0.11% 219
2013
Q4 		– Sell
-50,390
Closed -$2.48M – 433
2013
Q3 		$2.48M Sell
50,390
-182,253
-78% -$8.39M 0.05% 258
2013
Q2 		$9.14M Buy
+232,643
New +$9.01M 0.17% 169

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

UBS O'Connor's EVR Position: Q1 2018 in Review

UBS O'Connor sold out of Evercore (EVR) in Q1 2018, closing a stake of 62,500 shares — an estimated $5.63M sold.

UBS O'Connor first reported a position in EVR in Q2 2013 and held it in 6 quarters. The position peaked at $9.14M in Q2 2013. 352 funds tracked by Wall St. Rank hold EVR as of Q1 2018.

  • UBS O'Connor reported no remaining Evercore position as of Q1 2018 after selling out during the quarter.
  • UBS O'Connor sold 62,500 Evercore shares in Q1 2018, an estimated $5.63M.
  • UBS O'Connor first reported a position in Evercore in Q2 2013 and held it in 6 quarters.
  • UBS O'Connor's Evercore position peaked at $9.14M in Q2 2013.
  • 352 funds tracked by Wall St. Rank held Evercore as of Q1 2018.

Based on UBS O'Connor's 13F filing for Q1 2018, filed 14 May 2018.