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Aigen Investment Management’s Evercore EVR Stock Holding History

Aigen 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
2025
Q2 		– Sell
-4,949
Closed -$988K – 870
2025
Q1 		$988K Buy
4,949
+4,141
+513% +$1.03M 0.16% 196
2024
Q4 		$224K Buy
+808
New +$229K 0.04% 573
2022
Q4 		– Sell
-14,882
Closed -$1.22M – 608
2022
Q3 		$1.22M Buy
14,882
+4,822
+48% +$456K 0.18% 164
2022
Q2 		$942K Buy
+10,060
New +$1.07M 0.16% 193

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aigen Investment Management's EVR Position: Q2 2025 in Review

Aigen Investment Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 4,949 shares — an estimated $988K sold.

Aigen Investment Management first reported a position in EVR in Q2 2022 and held it in 4 quarters. The position peaked at $1.22M in Q3 2022. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Aigen Investment Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Aigen Investment Management sold 4,949 Evercore shares in Q2 2025, an estimated $988K.
  • Aigen Investment Management first reported a position in Evercore in Q2 2022 and held it in 4 quarters.
  • Aigen Investment Management's Evercore position peaked at $1.22M in Q3 2022.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.