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Waddell & Reed Financial’s Evercore EVR Stock Holding History

Waddell & Reed Financial’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
2019
Q4 		– Sell
-454,018
Closed -$36.4M – 456
2019
Q3 		$36.4M Sell
454,018
-11,689
-3% -$969K 0.09% 236
2019
Q2 		$41.2M Sell
465,707
-46
-0% -$4.09K 0.1% 234
2019
Q1 		$42.4M Buy
465,753
+5,230
+1% +$459K 0.1% 231
2018
Q4 		$33M Sell
460,523
-5,450
-1% -$447K 0.09% 257
2018
Q3 		$46.9M Buy
465,973
+28,523
+7% +$3.07M 0.1% 229
2018
Q2 		$46.1M Buy
437,450
+109,730
+33% +$11.3M 0.11% 216
2018
Q1 		$28.6M Buy
+327,720
New +$30.9M 0.06% 283
2016
Q1 		– Sell
-91,000
Closed -$4.92M – 604
2015
Q4 		$4.92M Hold
91,000
– – 0.01% 489
2015
Q3 		$4.57M Buy
+91,000
New +$4.99M 0.01% 508

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waddell & Reed Financial's EVR Position: Q4 2019 in Review

Waddell & Reed Financial sold out of Evercore (EVR) in Q4 2019, closing a stake of 454,018 shares — an estimated $36.4M sold.

Waddell & Reed Financial first reported a position in EVR in Q3 2015 and held it in 9 quarters. The position peaked at $46.9M in Q3 2018. 327 funds tracked by Wall St. Rank hold EVR as of Q4 2019.

  • Waddell & Reed Financial reported no remaining Evercore position as of Q4 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 454,018 Evercore shares in Q4 2019, an estimated $36.4M.
  • Waddell & Reed Financial first reported a position in Evercore in Q3 2015 and held it in 9 quarters.
  • Waddell & Reed Financial's Evercore position peaked at $46.9M in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Evercore as of Q4 2019.

Based on Waddell & Reed Financial's 13F filing for Q4 2019, filed 14 Feb 2020.