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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
Q2 		$633K Sell
1,854
-39
-2% -$13.3K 0.01% 860
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Choreo LLC's EVR Position: Q2 2026 in Review

Choreo LLC reduced its Evercore (EVR) stake by 2.1% in Q2 2026, selling an estimated $13.3K and leaving 1,854 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #860.

Choreo LLC first reported a position in EVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Choreo LLC held 1,854 shares of Evercore worth $633K as of Q2 2026.
  • Choreo LLC sold 39 Evercore shares in Q2 2026, an estimated $13.3K.
  • Evercore made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #860 holding.
  • Choreo LLC first reported a position in Evercore in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's Evercore position peaked at $1.11M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.