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Virtus Fund Advisers’s Evercore EVR Stock Holding History

Virtus Fund Advisers’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
2023
Q2 		– Sell
-476
Closed -$54.9K – 106
2023
Q1 		$54.9K Hold
476
– – 0.39% 46
2022
Q4 		$51.9K Buy
+476
New +$49.7K 0.37% 49
2017
Q4 		$75.3M Sell
836,444
-32,818
-4% -$2.74M 0.74% 38
2017
Q3 		$69.8M Sell
869,262
-8,500
-1% -$639K 0.71% 34
2017
Q2 		$62.8M Sell
877,762
-14,639
-2% -$1.06M 0.62% 43
2017
Q1 		$69.5M Sell
892,401
-15,256
-2% -$1.18M 0.66% 39
2016
Q4 		$62.4M Sell
907,657
-14,443
-2% -$888K 0.53% 65
2016
Q3 		$47.5M Sell
922,100
-22,800
-2% -$1.15M 0.42% 95
2016
Q2 		$41.2M Sell
944,900
-41,831
-4% -$2.08M 0.37% 104
2016
Q1 		$51.1M Buy
986,731
+74,092
+8% +$3.54M 0.45% 87
2015
Q4 		$49.3M Sell
912,639
-26,305
-3% -$1.42M 0.43% 85
2015
Q3 		$47.2M Sell
938,944
-35,096
-4% -$1.92M 0.41% 93
2015
Q2 		$52.6M Buy
974,040
+35,852
+4% +$1.83M 0.39% 97
2015
Q1 		$48.5M Sell
938,188
-24,603
-3% -$1.25M 0.36% 106
2014
Q4 		$50.4M Sell
962,791
-18,036
-2% -$903K 0.37% 105
2014
Q3 		$46.1M Sell
980,827
-6,180
-0.6% -$320K 0.35% 112
2014
Q2 		$56.9M Buy
+987,007
New +$54.2M 0.4% 101

Other funds holding EVR

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return