AlphaQuest’s Evercore EVR Stock Holding History

AlphaQuest’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	-3,127	Closed	-$1.06M	–	685
2025 Q4	$1.06M	Buy	3,127 +2,455	+365%	+$789K	0.06%	418
2025 Q3	$227K	Sell	672 -39	-5%	-$12.2K	0.01%	1337
2025 Q2	$192K	Sell	711 -7,727	-92%	-$1.7M	0.02%	1153
2025 Q1	$1.69M	Buy	8,438 +8,239	+4,140%	+$2.05M	0.18%	146
2024 Q4	$55.2K	Sell	199 -701	-78%	-$199K	0.01%	1268
2024 Q3	$228K	Buy	+900	New	+$214K	0.02%	1016

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaQuest's EVR Position: Q1 2026 in Review

AlphaQuest sold out of Evercore (EVR) in Q1 2026, closing a stake of 3,127 shares — an estimated $1.06M sold.

AlphaQuest first reported a position in EVR in Q3 2024 and held it in 6 quarters. The position peaked at $1.69M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

AlphaQuest reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 3,127 Evercore shares in Q1 2026, an estimated $1.06M.
AlphaQuest first reported a position in Evercore in Q3 2024 and held it in 6 quarters.
AlphaQuest's Evercore position peaked at $1.69M in Q1 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.