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Artemis Investment Management’s Evercore EVR Stock Holding History

Artemis 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
2026
Q3 		$24.9M Sell
96,584
-219,178
-69% -$66.7M 0.22% 111
2026
Q2 		$108M Buy
315,762
+40,580
+15% +$13.9M 0.96% 34
2026
Q1 		$82.1M Buy
275,182
+69,495
+34% +$22.8M 0.87% 43
2025
Q4 		$70M Buy
205,687
+94,043
+84% +$30.2M 0.85% 39
2025
Q3 		$37.7M Buy
+111,644
New +$35M 0.47% 74
2025
Q1 		– Sell
-116,229
Closed -$32.2M – 209
2024
Q4 		$32.2M Buy
+116,229
New +$32.9M 0.46% 73
2022
Q1 		– Sell
-69,138
Closed -$9.38M – 276
2021
Q4 		$9.38M Sell
69,138
-2,492
-3% -$363K 0.07% 191
2021
Q3 		$9.57M Sell
71,630
-3,529
-5% -$480K 0.08% 201
2021
Q2 		$10.6M Buy
75,159
+7,282
+11% +$1.02M 0.09% 193
2021
Q1 		$8.94M Sell
67,877
-12,326
-15% -$1.51M 0.08% 203
2020
Q4 		$8.81M Buy
+80,203
New +$7.14M 0.09% 206
2018
Q4 		– Sell
-85,441
Closed -$8.59M – 264
2018
Q3 		$8.59M Buy
+85,441
New +$9.21M 0.1% 207
2017
Q3 		– Sell
-101,388
Closed -$7.14M – 220
2017
Q2 		$7.14M Buy
101,388
+25,419
+33% +$1.85M 0.17% 142
2017
Q1 		$5.92M Buy
+75,969
New +$5.9M 0.16% 134

Other funds holding EVR

SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Artemis Investment Management's EVR Position: Q3 2026 in Review

Artemis Investment Management reduced its Evercore (EVR) stake by 69% in Q3 2026, selling an estimated $66.7M and leaving 96,584 shares worth $24.9M. The position accounts for 0.22% of the portfolio, ranked #111.

Artemis Investment Management first reported a position in EVR in Q1 2017 and has held it in 14 quarters since. The position peaked at $108M in Q2 2026. 26 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Artemis Investment Management held 96,584 shares of Evercore worth $24.9M as of Q3 2026.
  • Artemis Investment Management sold 219,178 Evercore shares in Q3 2026, an estimated $66.7M.
  • Evercore made up 0.22% of Artemis Investment Management's portfolio in Q3 2026, its #111 holding.
  • Artemis Investment Management first reported a position in Evercore in Q1 2017 and has held it in 14 quarters since.
  • Artemis Investment Management's Evercore position peaked at $108M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

Based on Artemis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.