BMCM
EVR icon

Burns Matteson Capital Management’s Evercore EVR Stock Holding History

Burns Matteson 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
Q2 		– Sell
-1,303
Closed -$260K – 194
2025
Q1 		$260K Buy
1,303
+295
+29% +$73.5K 0.14% 132
2024
Q4 		$279K Hold
1,008
– – 0.16% 122
2024
Q3 		$255K Buy
1,008
+16
+2% +$3.81K 0.14% 128
2024
Q2 		$207K Buy
+992
New +$193K 0.13% 140

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

Burns Matteson Capital Management's EVR Position: Q2 2025 in Review

Burns Matteson Capital Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,303 shares — an estimated $260K sold.

Burns Matteson Capital Management first reported a position in EVR in Q2 2024 and held it in 4 quarters. The position peaked at $279K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Burns Matteson Capital Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Burns Matteson Capital Management sold 1,303 Evercore shares in Q2 2025, an estimated $260K.
  • Burns Matteson Capital Management first reported a position in Evercore in Q2 2024 and held it in 4 quarters.
  • Burns Matteson Capital Management's Evercore position peaked at $279K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Burns Matteson Capital Management's 13F filing for Q2 2025, filed 15 Jul 2025.