CL
EVR icon

Choreo LLC’s Evercore EVR Stock Holding History

Choreo LLC’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
2026
Q1 		$565K Buy
1,893
+36
+2% +$11.8K 0.01% 871
2025
Q4 		$638K Sell
1,857
-135
-7% -$43.4K 0.01% 812
2025
Q3 		$672K Sell
1,992
-629
-24% -$197K 0.01% 792
2025
Q2 		$708K Sell
2,621
-50
-2% -$11K 0.01% 726
2025
Q1 		$533K Sell
2,671
-83
-3% -$20.7K 0.01% 794
2024
Q4 		$765K Sell
2,754
-1,684
-38% -$477K 0.01% 682
2024
Q3 		$1.11M Buy
4,438
+779
+21% +$185K 0.02% 531
2024
Q2 		$772K Buy
+3,659
New +$712K 0.01% 620

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Choreo LLC's EVR Position: Q1 2026 in Review

Choreo LLC increased its Evercore (EVR) stake by 1.9% in Q1 2026, buying an estimated $11.8K and bringing the position to 1,893 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #871.

Choreo LLC first reported a position in EVR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q3 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Choreo LLC held 1,893 shares of Evercore worth $565K as of Q1 2026.
  • Choreo LLC bought 36 Evercore shares in Q1 2026, an estimated $11.8K.
  • Evercore made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #871 holding.
  • Choreo LLC first reported a position in Evercore in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's Evercore position peaked at $1.11M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.