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Blueshift Asset Management’s Evercore EVR Stock Holding History

Blueshift Asset 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
-2,777
Closed -$555K – 493
2025
Q1 		$555K Buy
+2,777
New +$692K 0.22% 128
2022
Q1 		– Sell
-2,734
Closed -$371K – 923
2021
Q4 		$371K Sell
2,734
-8,427
-76% -$1.23M 0.03% 569
2021
Q3 		$1.49M Buy
+11,161
New +$1.52M 0.08% 307
2020
Q1 		– Sell
-6,007
Closed -$449K – 350
2019
Q4 		$449K Buy
6,007
+2,264
+60% +$173K 0.05% 481
2019
Q3 		$300K Buy
+3,743
New +$310K 0.05% 517
2019
Q1 		– Sell
-4,291
Closed -$307K – 781
2018
Q4 		$307K Buy
+4,291
New +$352K 0.06% 482

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blueshift Asset Management's EVR Position: Q2 2025 in Review

Blueshift Asset Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 2,777 shares — an estimated $555K sold.

Blueshift Asset Management first reported a position in EVR in Q4 2018 and held it in 6 quarters. The position peaked at $1.49M in Q3 2021. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Blueshift Asset Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Blueshift Asset Management sold 2,777 Evercore shares in Q2 2025, an estimated $555K.
  • Blueshift Asset Management first reported a position in Evercore in Q4 2018 and held it in 6 quarters.
  • Blueshift Asset Management's Evercore position peaked at $1.49M in Q3 2021.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Blueshift Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.