ZIM
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ZPR Investment Management’s Evercore EVR Stock Holding History

ZPR Investment Management’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
Q1 		– Sell
-5,997
Closed -$429K – 91
2018
Q4 		$429K Sell
5,997
-198
-3% -$16.3K 0.85% 39
2018
Q3 		$623K Buy
+6,195
New +$668K 0.94% 36

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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ZPR Investment Management's EVR Position: Q1 2019 in Review

ZPR Investment Management sold out of Evercore (EVR) in Q1 2019, closing a stake of 5,997 shares — an estimated $429K sold.

ZPR Investment Management first reported a position in EVR in Q3 2018 and held it in 2 quarters. The position peaked at $623K in Q3 2018. 343 funds tracked by Wall St. Rank hold EVR as of Q1 2019.

  • ZPR Investment Management reported no remaining Evercore position as of Q1 2019 after selling out during the quarter.
  • ZPR Investment Management sold 5,997 Evercore shares in Q1 2019, an estimated $429K.
  • ZPR Investment Management first reported a position in Evercore in Q3 2018 and held it in 2 quarters.
  • ZPR Investment Management's Evercore position peaked at $623K in Q3 2018.
  • 343 funds tracked by Wall St. Rank held Evercore as of Q1 2019.

Based on ZPR Investment Management's 13F filing for Q1 2019, filed 15 May 2019.