UAS
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United Asset Strategies’s Evercore EVR Stock Holding History

United Asset Strategies’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
-39,123
Closed -$2.92M – 190
2019
Q4 		$2.92M Buy
39,123
+1,439
+4% +$110K 0.57% 56
2019
Q3 		$3.02M Buy
37,684
+452
+1% +$37.5K 0.66% 53
2019
Q2 		$3.3M Buy
37,232
+1,912
+5% +$170K 0.76% 47
2019
Q1 		$3.21M Buy
35,320
+546
+2% +$47.9K 0.76% 46
2018
Q4 		$2.49M Buy
34,774
+4,358
+14% +$358K 0.68% 48
2018
Q3 		$3.06M Buy
30,416
+1,195
+4% +$129K 0.72% 49
2018
Q2 		$3.08M Buy
29,221
+325
+1% +$33.5K 0.81% 42
2018
Q1 		$2.52M Sell
28,896
-291
-1% -$27.4K 0.74% 46
2017
Q4 		$2.63M Buy
+29,187
New +$2.43M 0.7% 45
2017
Q3 		– Sell
-28,837
Closed -$2.03M – 130
2017
Q2 		$2.03M Buy
28,837
+2,975
+12% +$216K 0.6% 51
2017
Q1 		$2.02M Sell
25,862
-331
-1% -$25.7K 0.61% 50
2016
Q4 		$1.8M Sell
26,193
-26,913
-51% -$1.65M 0.59% 51
2016
Q3 		$2.74M Sell
53,106
-1,189
-2% -$59.8K 0.96% 37
2016
Q2 		$2.4M Buy
+54,295
New +$2.7M 0.9% 37
2016
Q1 		– Sell
-41,492
Closed -$2.24M – 132
2015
Q4 		$2.24M Buy
41,492
+5,494
+15% +$297K 0.97% 34
2015
Q3 		$1.81M Buy
35,998
+10,953
+44% +$600K 0.83% 42
2015
Q2 		$1.35M Buy
+25,045
New +$1.28M 0.6% 53

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 $32.4B AUM 17.21% 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 $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Asset Strategies's EVR Position: Q1 2020 in Review

United Asset Strategies sold out of Evercore (EVR) in Q1 2020, closing a stake of 39,123 shares — an estimated $2.92M sold.

United Asset Strategies first reported a position in EVR in Q2 2015 and held it in 17 quarters. The position peaked at $3.3M in Q2 2019. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

  • United Asset Strategies reported no remaining Evercore position as of Q1 2020 after selling out during the quarter.
  • United Asset Strategies sold 39,123 Evercore shares in Q1 2020, an estimated $2.92M.
  • United Asset Strategies first reported a position in Evercore in Q2 2015 and held it in 17 quarters.
  • United Asset Strategies's Evercore position peaked at $3.3M in Q2 2019.
  • 289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on United Asset Strategies's 13F filing for Q1 2020, filed 8 May 2020.