Asset Management One
EVR icon

Asset Management One’s Evercore EVR Stock Holding History

Asset Management One’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
Q3 		– Sell
-4,326
Closed -$1.17M – 960
2025
Q2 		$1.17M Buy
+4,326
New +$951K ﹤0.01% 752
2025
Q1 		– Sell
-4,041
Closed -$1.12M – 977
2024
Q4 		$1.12M Sell
4,041
-1,104
-21% -$313K ﹤0.01% 789
2024
Q3 		$1.3M Sell
5,145
-899
-15% -$214K ﹤0.01% 780
2024
Q2 		$1.26M Buy
6,044
+2,143
+55% +$417K ﹤0.01% 768
2024
Q1 		$751K Buy
+3,901
New +$706K ﹤0.01% 828
2023
Q3 		– Sell
-8,844
Closed -$1.09M – 1005
2023
Q2 		$1.09M Sell
8,844
-2,674
-23% -$308K ﹤0.01% 822
2023
Q1 		$1.33M Sell
11,518
-2,588
-18% -$322K 0.01% 804
2022
Q4 		$1.56M Buy
14,106
+7,305
+107% +$762K 0.01% 792
2022
Q3 		$559K Sell
6,801
-7,938
-54% -$751K ﹤0.01% 875
2022
Q2 		$1.38M Sell
14,739
-3,371
-19% -$359K 0.01% 810
2022
Q1 		$2.02M Buy
18,110
+13,951
+335% +$1.72M 0.01% 793
2021
Q4 		$568K Buy
+4,159
New +$606K ﹤0.01% 899
2021
Q3 		– Sell
-6,548
Closed -$921K – 1049
2021
Q2 		$921K Buy
+6,548
New +$915K ﹤0.01% 873
2020
Q2 		– Sell
-11,700
Closed -$539K – 1059
2020
Q1 		$539K Buy
11,700
+6,700
+134% +$449K ﹤0.01% 876
2019
Q4 		$374K Buy
+5,000
New +$381K ﹤0.01% 963
2019
Q3 		– Sell
-24,913
Closed -$2.21M – 1043
2019
Q2 		$2.21M Buy
+24,913
New +$2.22M 0.01% 797
2018
Q4 		– Sell
-36,658
Closed -$3.71M – 1061
2018
Q3 		$3.71M Sell
36,658
-5,997
-14% -$646K 0.01% 760
2018
Q2 		$4.53M Sell
42,655
-8,881
-17% -$916K 0.01% 755
2018
Q1 		$4.49M Buy
51,536
+19,284
+60% +$1.82M 0.01% 758
2017
Q4 		$2.92M Buy
+32,252
New +$2.69M 0.01% 812
2014
Q1 		– Sell
-4,008
Closed -$240K – 1148
2013
Q4 		$240K Buy
+4,008
New +$213K ﹤0.01% 1034

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asset Management One's EVR Position: Q3 2025 in Review

Asset Management One sold out of Evercore (EVR) in Q3 2025, closing a stake of 4,326 shares — an estimated $1.17M sold.

Asset Management One first reported a position in EVR in Q4 2013 and held it in 21 quarters. The position peaked at $4.53M in Q2 2018. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Asset Management One reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Asset Management One sold 4,326 Evercore shares in Q3 2025, an estimated $1.17M.
  • Asset Management One first reported a position in Evercore in Q4 2013 and held it in 21 quarters.
  • Asset Management One's Evercore position peaked at $4.53M in Q2 2018.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Asset Management One's 13F filing for Q3 2025, filed 22 Oct 2025.