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Alamea Verwaltungs’s Evercore EVR Stock Holding History

Alamea Verwaltungs’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
-1,451
Closed -$489K – 99
2025
Q3 		$489K Sell
1,451
-30
-2% -$9.4K 0.33% 51
2025
Q2 		$400K Sell
1,481
-389
-21% -$85.6K 0.3% 69
2025
Q1 		$373K Buy
+1,870
New +$466K 0.32% 63

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alamea Verwaltungs's EVR Position: Q4 2025 in Review

Alamea Verwaltungs sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,451 shares — an estimated $489K sold.

Alamea Verwaltungs first reported a position in EVR in Q1 2025 and held it in 3 quarters. The position peaked at $489K in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Alamea Verwaltungs reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Alamea Verwaltungs sold 1,451 Evercore shares in Q4 2025, an estimated $489K.
  • Alamea Verwaltungs first reported a position in Evercore in Q1 2025 and held it in 3 quarters.
  • Alamea Verwaltungs's Evercore position peaked at $489K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Alamea Verwaltungs's 13F filing for Q4 2025, filed 13 Feb 2026.