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ACM
Aquatic Capital Management’s
Evercore
EVR
Stock Holding History
Aquatic Capital 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
$2M
Buy
+6,707
New
+$2.2M
0.06%
373
2025
Q3
–
Sell
-21,009
Closed
-$5.67M
–
1472
2025
Q2
$5.67M
Sell
21,009
-2,418
-10%
-$532K
0.11%
219
2025
Q1
$4.68M
Buy
23,427
+3,595
+18%
+$896K
0.12%
227
2024
Q4
$5.5M
Buy
+19,832
New
+$5.62M
0.15%
182
2024
Q3
–
Sell
-4,500
Closed
-$938K
–
1250
2024
Q2
$938K
Sell
4,500
-6,700
-60%
-$1.3M
0.03%
411
2024
Q1
$2.16M
Buy
+11,200
New
+$2.03M
0.07%
242
2023
Q3
–
Sell
-1,600
Closed
-$198K
–
1364
2023
Q2
$198K
Sell
1,600
-8,400
-84%
-$966K
0.01%
669
2023
Q1
$1.15M
Buy
+10,000
New
+$1.24M
0.07%
252
2022
Q4
–
Sell
-2,200
Closed
-$181K
–
1502
2022
Q3
$181K
Buy
2,200
+600
+38%
+$56.7K
0.02%
627
2022
Q2
$150K
Buy
1,600
+900
+129%
+$95.9K
0.05%
398
2022
Q1
$78K
Buy
+700
New
+$86.1K
0.12%
198
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$123B AUM
34.51%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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