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Bleakley Financial Group’s Evercore EVR Stock Holding History

Bleakley Financial Group’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
-995
Closed -$276K – 655
2024
Q4 		$276K Sell
995
-40
-4% -$11.3K 0.01% 828
2024
Q3 		$262K Buy
1,035
+27
+3% +$6.43K 0.01% 829
2024
Q2 		$210K Buy
+1,008
New +$196K 0.01% 880

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bleakley Financial Group's EVR Position: Q1 2025 in Review

Bleakley Financial Group sold out of Evercore (EVR) in Q1 2025, closing a stake of 995 shares — an estimated $276K sold.

Bleakley Financial Group first reported a position in EVR in Q2 2024 and held it in 3 quarters. The position peaked at $276K in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Bleakley Financial Group reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 995 Evercore shares in Q1 2025, an estimated $276K.
  • Bleakley Financial Group first reported a position in Evercore in Q2 2024 and held it in 3 quarters.
  • Bleakley Financial Group's Evercore position peaked at $276K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.