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EVR icon

B. Metzler seel. Sohn & Co’s Evercore EVR Stock Holding History

B. Metzler seel. Sohn & Co’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 		$5.44M Hold
18,222
– – 0.05% 206
2025
Q4 		$6.2M Hold
18,222
– – 0.05% 179
2025
Q3 		$6.15M Hold
18,222
– – 0.05% 167
2025
Q2 		$4.92M Buy
18,222
+1,782
+11% +$392K 0.05% 194
2025
Q1 		$3.28M Buy
16,440
+1,744
+12% +$435K 0.03% 254
2024
Q4 		$4.07M Hold
14,696
– – 0.04% 198
2024
Q3 		$3.72M Hold
14,696
– – 0.04% 251
2024
Q2 		$3.06M Hold
14,696
– – 0.03% 280
2024
Q1 		$2.83M Sell
14,696
-11,018
-43% -$1.99M 0.03% 313
2023
Q4 		$4.4M Buy
25,714
+3,077
+14% +$445K 0.06% 197
2023
Q3 		$3.12M Sell
22,637
-19,763
-47% -$2.68M 0.05% 228
2023
Q2 		$5.24M Buy
42,400
+22,640
+115% +$2.6M 0.07% 193
2023
Q1 		$2.28M Buy
+19,760
New +$2.46M 0.04% 271

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return