Adell Harriman & Carpenter’s Evercore EVR Stock Holding History

Adell Harriman & Carpenter’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
2025 Q4	–	Sell	-613	Closed	-$207K	–	171
2025 Q3	$207K	Buy	+613	New	+$192K	0.01%	166

Other funds holding EVR

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Adell Harriman & Carpenter's EVR Position: Q4 2025 in Review

Adell Harriman & Carpenter sold out of Evercore (EVR) in Q4 2025, closing a stake of 613 shares — an estimated $207K sold.

Adell Harriman & Carpenter first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

Adell Harriman & Carpenter reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
Adell Harriman & Carpenter sold 613 Evercore shares in Q4 2025, an estimated $207K.
Adell Harriman & Carpenter first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
Adell Harriman & Carpenter's Evercore position peaked at $207K in Q3 2025.
635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Adell Harriman & Carpenter's 13F filing for Q4 2025, filed 6 Feb 2026.