Acadian Asset Management’s Evercore EVR Stock Holding History

Acadian 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 Q1	–	Sell	-870	Closed	-$296K	–	2084
2025 Q4	$296K	Sell	870 -259	-23%	-$83.2K	﹤0.01%	1437
2025 Q3	$380K	Buy	+1,129	New	+$354K	﹤0.01%	1277
2025 Q2	–	Sell	-4,553	Closed	-$909K	–	1705
2025 Q1	$909K	Buy	4,553 +2,775	+156%	+$691K	﹤0.01%	958
2024 Q4	$492K	Buy	+1,778	New	+$504K	﹤0.01%	1075
2023 Q1	–	Sell	-1,415	Closed	-$154K	–	1811
2022 Q4	$154K	Sell	1,415 -362	-20%	-$37.8K	﹤0.01%	1346
2022 Q3	$145K	Buy	+1,777	New	+$168K	﹤0.01%	1278
2021 Q3	–	Sell	-478	Closed	-$67K	–	1795
2021 Q2	$67K	Sell	478 -18,510	-97%	-$2.59M	﹤0.01%	1745
2021 Q1	$2.5M	Buy	18,988 +12,184	+179%	+$1.49M	0.01%	672
2020 Q4	$746K	Buy	6,804 +1,911	+39%	+$170K	﹤0.01%	1083
2020 Q3	$320K	Buy	4,893 +3,990	+442%	+$242K	﹤0.01%	1282
2020 Q2	$53K	Buy	+903	New	+$49.1K	﹤0.01%	1900
2019 Q4	–	Sell	-442	Closed	-$35K	–	1951
2019 Q3	$35K	Sell	442 -17,458	-98%	-$1.45M	﹤0.01%	1660
2019 Q2	$1.59M	Sell	17,900 -19,168	-52%	-$1.71M	0.01%	686
2019 Q1	$3.37M	Buy	37,068 +17,093	+86%	+$1.5M	0.01%	538
2018 Q4	$1.43M	Sell	19,975 -20,874	-51%	-$1.71M	0.01%	648
2018 Q3	$4.11M	Sell	40,849 -33,003	-45%	-$3.56M	0.02%	413
2018 Q2	$7.79M	Sell	73,852 -147,411	-67%	-$15.2M	0.03%	327
2018 Q1	$19.3M	Buy	221,263 +191,299	+638%	+$18M	0.08%	201
2017 Q4	$2.7M	Buy	29,964 +1,940	+7%	+$162K	0.01%	495
2017 Q3	$2.25M	Sell	28,024 -262,079	-90%	-$19.7M	0.01%	530
2017 Q2	$20.5M	Sell	290,103 -199,438	-41%	-$14.5M	0.09%	196
2017 Q1	$38.1M	Buy	489,541 +348,043	+246%	+$27M	0.17%	123
2016 Q4	$9.72M	Buy	141,498 +139,501	+6,986%	+$8.58M	0.05%	283
2016 Q3	$104K	Buy	1,997 +1,780	+820%	+$89.5K	﹤0.01%	1057
2016 Q2	$10K	Hold	217	–	–	﹤0.01%	1228
2016 Q1	$12K	Hold	217	–	–	﹤0.01%	1160
2015 Q4	$12K	Sell	217 -1,630	-88%	-$88K	﹤0.01%	1208
2015 Q3	$92K	Buy	1,847 +1,630	+751%	+$89.3K	﹤0.01%	998
2015 Q2	$12K	Buy	217 +124	+133%	+$6.33K	﹤0.01%	1141
2015 Q1	$5K	Hold	93	–	–	﹤0.01%	1281
2014 Q4	$5K	Sell	93 -14,099	-99%	-$706K	﹤0.01%	1197
2014 Q3	$667K	Buy	+14,192	New	+$735K	﹤0.01%	632
2014 Q2	–	Sell	-50,781	Closed	-$2.81M	–	976
2014 Q1	$2.81M	Sell	50,781 -46,793	-48%	-$2.68M	0.01%	422
2013 Q4	$5.83M	Buy	97,574 +82,592	+551%	+$4.4M	0.03%	318
2013 Q3	$737K	Buy	+14,982	New	+$689K	﹤0.01%	578

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management's EVR Position: Q1 2026 in Review

Acadian Asset Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 870 shares — an estimated $296K sold.

Acadian Asset Management first reported a position in EVR in Q3 2013 and held it in 35 quarters. The position peaked at $38.1M in Q1 2017. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Acadian Asset Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
Acadian Asset Management sold 870 Evercore shares in Q1 2026, an estimated $296K.
Acadian Asset Management first reported a position in Evercore in Q3 2013 and held it in 35 quarters.
Acadian Asset Management's Evercore position peaked at $38.1M in Q1 2017.
656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.