Xact Kapitalforvaltning’s Evercore EVR Stock Holding History

Xact Kapitalforvaltning’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	$273K	Hold	5,937	–	–	0.01%	1062
2019 Q4	$444K	Hold	5,937	–	–	0.01%	1034
2019 Q3	$476K	Hold	5,937	–	–	0.01%	932
2019 Q2	$526K	Hold	5,937	–	–	0.01%	885
2019 Q1	$540K	Hold	5,937	–	–	0.01%	875
2018 Q4	$425K	Hold	5,937	–	–	0.01%	999
2018 Q3	$597K	Hold	5,937	–	–	0.01%	846
2018 Q2	$626K	Buy	5,937 +900	+18%	+$92.8K	0.01%	782
2018 Q1	$439K	Buy	5,037 +1,700	+51%	+$160K	0.01%	925
2017 Q4	$300K	Buy	+3,337	New	+$278K	0.01%	947

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Xact Kapitalforvaltning's EVR Position: Q1 2020 in Review

Xact Kapitalforvaltning held its Evercore (EVR) position steady in Q1 2020 at 5,937 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1062.

Xact Kapitalforvaltning first reported a position in EVR in Q4 2017 and has held it in 10 quarters since. The position peaked at $626K in Q2 2018. 289 funds tracked by Wall St. Rank hold EVR as of Q1 2020.

Xact Kapitalforvaltning held 5,937 shares of Evercore worth $273K as of Q1 2020.
Xact Kapitalforvaltning left its Evercore share count unchanged in Q1 2020.
Evercore made up 0.01% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #1062 holding.
Xact Kapitalforvaltning first reported a position in Evercore in Q4 2017 and has held it in 10 quarters since.
Xact Kapitalforvaltning's Evercore position peaked at $626K in Q2 2018.
289 funds tracked by Wall St. Rank held Evercore as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.