Abel Hall LLC
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Abel Hall LLC’s Evercore EVR Stock Holding History

Abel Hall LLC’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
-705
Closed -$241K – 954
2026
Q2 		$241K Hold
705
– – 0.04% 615
2026
Q1 		$210K Sell
705
-58
-8% -$19K 0.04% 596
2025
Q4 		$260K Buy
763
+95
+14% +$30.5K 0.06% 410
2025
Q3 		$225K Buy
+668
New +$209K 0.09% 242

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Artemis Investment Management
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Braun Stacey Associates
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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Abel Hall LLC's EVR Position: Q3 2026 in Review

Abel Hall LLC sold out of Evercore (EVR) in Q3 2026, closing a stake of 705 shares — an estimated $241K sold.

Abel Hall LLC first reported a position in EVR in Q3 2025 and held it in 4 quarters. The position peaked at $260K in Q4 2025. 188 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Abel Hall LLC reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Abel Hall LLC sold 705 Evercore shares in Q3 2026, an estimated $241K.
  • Abel Hall LLC first reported a position in Evercore in Q3 2025 and held it in 4 quarters.
  • Abel Hall LLC's Evercore position peaked at $260K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.