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Caxton Associates (UK)’s Evercore EVR Stock Holding History

Caxton Associates (UK)’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
-3,899
Closed -$1.32M – 821
2025
Q3 		$1.32M Buy
+3,899
New +$1.22M 0.03% 286
2025
Q2 		– Sell
-1,983
Closed -$396K – 753
2025
Q1 		$396K Buy
+1,983
New +$494K 0.01% 547

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

Caxton Associates (UK)'s EVR Position: Q4 2025 in Review

Caxton Associates (UK) sold out of Evercore (EVR) in Q4 2025, closing a stake of 3,899 shares — an estimated $1.32M sold.

Caxton Associates (UK) first reported a position in EVR in Q1 2025 and held it in 2 quarters. The position peaked at $1.32M in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Caxton Associates (UK) reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Caxton Associates (UK) sold 3,899 Evercore shares in Q4 2025, an estimated $1.32M.
  • Caxton Associates (UK) first reported a position in Evercore in Q1 2025 and held it in 2 quarters.
  • Caxton Associates (UK)'s Evercore position peaked at $1.32M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Caxton Associates (UK)'s 13F filing for Q4 2025, filed 13 Feb 2026.