Choate Investment Advisors’s Evercore EVR Stock Holding History

Choate Investment Advisors’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	-800	Closed	-$216K	–	441
2025 Q2	$216K	Buy	+800	New	+$176K	﹤0.01%	388

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Choate Investment Advisors's EVR Position: Q3 2025 in Review

Choate Investment Advisors sold out of Evercore (EVR) in Q3 2025, closing a stake of 800 shares — an estimated $216K sold.

Choate Investment Advisors first reported a position in EVR in Q2 2025 and held it in 1 quarter. The position peaked at $216K in Q2 2025. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

Choate Investment Advisors reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 800 Evercore shares in Q3 2025, an estimated $216K.
Choate Investment Advisors first reported a position in Evercore in Q2 2025 and held it in 1 quarter.
Choate Investment Advisors's Evercore position peaked at $216K in Q2 2025.
627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.