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CastleKnight Management’s Evercore EVR Stock Holding History

CastleKnight 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
Q3 		– Sell
-24,000
Closed -$6.48M – 477
2025
Q2 		$6.48M Buy
24,000
+22,200
+1,233% +$4.88M 0.18% 94
2025
Q1 		$359K Buy
+1,800
New +$448K 0.01% 305
2024
Q3 		– Sell
-1,800
Closed -$375K – 376
2024
Q2 		$375K Buy
+1,800
New +$350K 0.02% 304

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CastleKnight Management's EVR Position: Q3 2025 in Review

CastleKnight Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 24,000 shares — an estimated $6.48M sold.

CastleKnight Management first reported a position in EVR in Q2 2024 and held it in 3 quarters. The position peaked at $6.48M in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • CastleKnight Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • CastleKnight Management sold 24,000 Evercore shares in Q3 2025, an estimated $6.48M.
  • CastleKnight Management first reported a position in Evercore in Q2 2024 and held it in 3 quarters.
  • CastleKnight Management's Evercore position peaked at $6.48M in Q2 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on CastleKnight Management's 13F filing for Q3 2025, filed 14 Nov 2025.