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Axiom Investors’s Evercore EVR Stock Holding History

Axiom Investors’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
Q1 		– Sell
-8,009
Closed -$2.22M – 144
2024
Q4 		$2.22M Buy
+8,009
New +$2.27M 0.02% 122
2018
Q4 		– Sell
-21,632
Closed -$2.17M – 135
2018
Q3 		$2.17M Sell
21,632
-25,618
-54% -$2.76M 0.06% 112
2018
Q2 		$4.98M Sell
47,250
-5,660
-11% -$584K 0.15% 82
2018
Q1 		$4.61M Sell
52,910
-13,007
-20% -$1.23M 0.11% 92
2017
Q4 		$5.93M Buy
65,917
+24,891
+61% +$2.08M 0.15% 81
2017
Q3 		$3.29M Buy
41,026
+7,278
+22% +$547K 0.07% 103
2017
Q2 		$2.38M Sell
33,748
-36,981
-52% -$2.69M 0.06% 117
2017
Q1 		$5.51M Sell
70,729
-26,839
-28% -$2.08M 0.14% 72
2016
Q4 		$6.7M Buy
+97,568
New +$6M 0.19% 67
2014
Q4 		– Sell
-31,330
Closed -$1.47M – 163
2014
Q3 		$1.47M Sell
31,330
-8,570
-21% -$444K 0.04% 121
2014
Q2 		$2.3M Sell
39,900
-200
-0.5% -$11K 0.05% 102
2014
Q1 		$2.22M Sell
40,100
-14,800
-27% -$847K 0.05% 103
2013
Q4 		$3.28M Buy
54,900
+4,400
+9% +$234K 0.09% 89
2013
Q3 		$2.49M Buy
+50,500
New +$2.32M 0.08% 87

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Axiom Investors's EVR Position: Q1 2025 in Review

Axiom Investors sold out of Evercore (EVR) in Q1 2025, closing a stake of 8,009 shares — an estimated $2.22M sold.

Axiom Investors first reported a position in EVR in Q3 2013 and held it in 14 quarters. The position peaked at $6.7M in Q4 2016. 552 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Axiom Investors reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Axiom Investors sold 8,009 Evercore shares in Q1 2025, an estimated $2.22M.
  • Axiom Investors first reported a position in Evercore in Q3 2013 and held it in 14 quarters.
  • Axiom Investors's Evercore position peaked at $6.7M in Q4 2016.
  • 552 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Axiom Investors's 13F filing for Q1 2025, filed 14 May 2025.