UOC
EVR icon

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
-46,786
Closed -$2.42M – 800
2015
Q1 		$2.42M Buy
+46,786
New +$2.38M 0.05% 281
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 $5.72T AUM 30.48% 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 $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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return