Bayesian Capital Management’s Evercore EVR Stock Holding History

Bayesian Capital 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 Q2	–	Sell	-2,563	Closed	-$512K	–	645
2025 Q1	$512K	Buy	+2,563	New	+$639K	0.08%	288
2024 Q4	–	Sell	-800	Closed	-$203K	–	778
2024 Q3	$203K	Buy	+800	New	+$190K	0.02%	563
2024 Q1	–	Sell	-2,200	Closed	-$376K	–	873
2023 Q4	$376K	Sell	2,200 -3,500	-61%	-$507K	0.04%	447
2023 Q3	$786K	Buy	+5,700	New	+$774K	0.09%	265
2023 Q2	–	Sell	-11,376	Closed	-$1.31M	–	866
2023 Q1	$1.31M	Buy	11,376 +7,776	+216%	+$966K	0.16%	190
2022 Q4	$393K	Buy	+3,600	New	+$376K	0.06%	415
2022 Q3	–	Sell	-6,101	Closed	-$571K	–	790
2022 Q2	$571K	Sell	6,101 -2,900	-32%	-$309K	0.11%	294
2022 Q1	$1M	Buy	+9,001	New	+$1.11M	0.15%	208
2021 Q3	–	Sell	-4,841	Closed	-$681K	–	431
2021 Q2	$681K	Buy	+4,841	New	+$677K	0.18%	147
2018 Q4	–	Sell	-9,500	Closed	-$955K	–	655
2018 Q3	$955K	Buy	+9,500	New	+$1.02M	0.16%	186

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

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

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

Bayesian Capital Management's EVR Position: Q2 2025 in Review

Bayesian Capital Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 2,563 shares — an estimated $512K sold.

Bayesian Capital Management first reported a position in EVR in Q3 2018 and held it in 10 quarters. The position peaked at $1.31M in Q1 2023. 566 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Bayesian Capital Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Bayesian Capital Management sold 2,563 Evercore shares in Q2 2025, an estimated $512K.
Bayesian Capital Management first reported a position in Evercore in Q3 2018 and held it in 10 quarters.
Bayesian Capital Management's Evercore position peaked at $1.31M in Q1 2023.
566 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Bayesian Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.