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Breakwater Investment Management’s Evercore EVR Stock Holding History

Breakwater Investment 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
Q4 		– Sell
-2
Closed -$675 – 539
2025
Q3 		$675 Buy
+2
New +$627 ﹤0.01% 327

Other funds holding EVR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Breakwater Investment Management's EVR Position: Q4 2025 in Review

Breakwater Investment Management sold out of Evercore (EVR) in Q4 2025, closing a stake of 2 shares — an estimated $675 sold.

Breakwater Investment Management first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $675 in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Breakwater Investment Management reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Breakwater Investment Management sold 2 Evercore shares in Q4 2025, an estimated $675.
  • Breakwater Investment Management first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
  • Breakwater Investment Management's Evercore position peaked at $675 in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Breakwater Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.