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Broad Bay Capital Management’s Evercore EVR Stock Holding History

Broad Bay 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
Q1 		– Sell
-86,000
Closed -$23.8M – 25
2024
Q4 		$23.8M Buy
+86,000
New +$24.4M 2.93% 13

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Boston Partners
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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

Broad Bay Capital Management's EVR Position: Q1 2025 in Review

Broad Bay Capital Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 86,000 shares — an estimated $23.8M sold.

Broad Bay Capital Management first reported a position in EVR in Q4 2024 and held it in 1 quarter. The position peaked at $23.8M in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Broad Bay Capital Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Broad Bay Capital Management sold 86,000 Evercore shares in Q1 2025, an estimated $23.8M.
  • Broad Bay Capital Management first reported a position in Evercore in Q4 2024 and held it in 1 quarter.
  • Broad Bay Capital Management's Evercore position peaked at $23.8M in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Broad Bay Capital Management's 13F filing for Q1 2025, filed 15 May 2025.