Atticus Wealth Management’s Evercore EVR Stock Holding History

Atticus Wealth 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
2025 Q3	–	Sell	-1	Closed	-$271	–	339
2025 Q2	$271	Buy	+1	New	+$220	﹤0.01%	660

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atticus Wealth Management's EVR Position: Q3 2025 in Review

Atticus Wealth Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 1 share — an estimated $271 sold.

Atticus Wealth Management first reported a position in EVR in Q2 2025 and held it in 1 quarter. The position peaked at $271 in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

Atticus Wealth Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1 Evercore share in Q3 2025, an estimated $271.
Atticus Wealth Management first reported a position in Evercore in Q2 2025 and held it in 1 quarter.
Atticus Wealth Management's Evercore position peaked at $271 in Q2 2025.
628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.