1832 Asset Management
EVR icon

1832 Asset Management’s Evercore EVR Stock Holding History

1832 Asset 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
2026
Q3 		– Sell
-1,173
Closed -$401K – 638
2026
Q2 		$401K Buy
+1,173
New +$401K ﹤0.01% 575
2025
Q1 		– Sell
-18,565
Closed -$5.15M – 671
2024
Q4 		$5.15M Buy
+18,565
New +$5.26M ﹤0.01% 373
2014
Q2 		– Sell
-97,113
Closed -$5.2M – 625
2014
Q1 		$5.2M Buy
+97,113
New +$5.56M 0.02% 346

Other funds holding EVR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

1832 Asset Management's EVR Position: Q3 2026 in Review

1832 Asset Management sold out of Evercore (EVR) in Q3 2026, closing a stake of 1,173 shares — an estimated $401K sold.

1832 Asset Management first reported a position in EVR in Q1 2014 and held it in 3 quarters. The position peaked at $5.2M in Q1 2014. 530 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • 1832 Asset Management reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • 1832 Asset Management sold 1,173 Evercore shares in Q3 2026, an estimated $401K.
  • 1832 Asset Management first reported a position in Evercore in Q1 2014 and held it in 3 quarters.
  • 1832 Asset Management's Evercore position peaked at $5.2M in Q1 2014.
  • 530 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on 1832 Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.