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Central Asset Investments & Management Holdings’s Evercore EVR Stock Holding History

Central Asset Investments & Management Holdings’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
-6,035
Closed -$1.67M – 54
2024
Q4 		$1.67M Buy
+6,035
New +$1.71M 1.03% 24
2024
Q3 		– Sell
-3,300
Closed -$688K – 49
2024
Q2 		$688K Sell
3,300
-1,208
-27% -$235K 0.26% 29
2024
Q1 		$868K Buy
+4,508
New +$816K 0.71% 24

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Central Asset Investments & Management Holdings's EVR Position: Q1 2025 in Review

Central Asset Investments & Management Holdings sold out of Evercore (EVR) in Q1 2025, closing a stake of 6,035 shares — an estimated $1.67M sold.

Central Asset Investments & Management Holdings first reported a position in EVR in Q1 2024 and held it in 3 quarters. The position peaked at $1.67M in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Central Asset Investments & Management Holdings reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Central Asset Investments & Management Holdings sold 6,035 Evercore shares in Q1 2025, an estimated $1.67M.
  • Central Asset Investments & Management Holdings first reported a position in Evercore in Q1 2024 and held it in 3 quarters.
  • Central Asset Investments & Management Holdings's Evercore position peaked at $1.67M in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Central Asset Investments & Management Holdings's 13F filing for Q1 2025, filed 13 May 2025.