BI Asset Management Fondsmaeglerselskab’s Evercore EVR Stock Holding History

BI Asset Management Fondsmaeglerselskab’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 Q4	–	Sell	-270	Closed	-$91K	–	683
2025 Q3	$91K	Hold	270	–	–	﹤0.01%	641
2025 Q2	$73K	Hold	270	–	–	﹤0.01%	655
2025 Q1	$54K	Buy	+270	New	+$67.3K	﹤0.01%	777
2021 Q3	–	Sell	-23,480	Closed	-$3.31M	–	379
2021 Q2	$3.31M	Buy	+23,480	New	+$3.28M	0.13%	145
2020 Q1	–	Sell	-22,007	Closed	-$1.65M	–	342
2019 Q4	$1.65M	Buy	22,007 +88	+0.4%	+$6.71K	0.08%	214
2019 Q3	$1.76M	Buy	+21,919	New	+$1.82M	0.09%	179

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 $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

BI Asset Management Fondsmaeglerselskab's EVR Position: Q4 2025 in Review

BI Asset Management Fondsmaeglerselskab sold out of Evercore (EVR) in Q4 2025, closing a stake of 270 shares — an estimated $91K sold.

BI Asset Management Fondsmaeglerselskab first reported a position in EVR in Q3 2019 and held it in 6 quarters. The position peaked at $3.31M in Q2 2021. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

BI Asset Management Fondsmaeglerselskab reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
BI Asset Management Fondsmaeglerselskab sold 270 Evercore shares in Q4 2025, an estimated $91K.
BI Asset Management Fondsmaeglerselskab first reported a position in Evercore in Q3 2019 and held it in 6 quarters.
BI Asset Management Fondsmaeglerselskab's Evercore position peaked at $3.31M in Q2 2021.
634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q4 2025, filed 11 Feb 2026.