CI Investments Inc
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CI Investments Inc’s Evercore EVR Stock Holding History

CI Investments Inc’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
-1,131
Closed -$382K – 848
2025
Q3 		$382K Sell
1,131
-127
-10% -$39.8K ﹤0.01% 568
2025
Q2 		$340K Sell
1,258
-56
-4% -$12.3K ﹤0.01% 604
2025
Q1 		$262K Buy
1,314
+126
+11% +$31.4K ﹤0.01% 659
2024
Q4 		$329K Buy
1,188
+152
+15% +$43.1K ﹤0.01% 602
2024
Q3 		$262K Buy
1,036
+94
+10% +$22.4K ﹤0.01% 595
2024
Q2 		$196K Buy
942
+60
+7% +$11.7K ﹤0.01% 635
2024
Q1 		$170K Buy
882
+123
+16% +$22.3K ﹤0.01% 746
2023
Q4 		$130K Sell
759
-210
-22% -$30.4K ﹤0.01% 779
2023
Q3 		$134K Buy
969
+17
+2% +$2.31K ﹤0.01% 758
2023
Q2 		$118K Buy
952
+42
+5% +$4.83K ﹤0.01% 746
2023
Q1 		$105K Buy
910
+5
+0.6% +$621 ﹤0.01% 728
2022
Q4 		$99K Sell
905
-51
-5% -$5.32K ﹤0.01% 750
2022
Q3 		$79K Sell
956
-28
-3% -$2.65K ﹤0.01% 740
2022
Q2 		$92K Sell
984
-522
-35% -$55.6K ﹤0.01% 736
2022
Q1 		$168K Sell
1,506
-227
-13% -$27.9K ﹤0.01% 749
2021
Q4 		$235K Sell
1,733
-535
-24% -$78K ﹤0.01% 730
2021
Q3 		$303K Buy
2,268
+42
+2% +$5.71K ﹤0.01% 676
2021
Q2 		$313K Buy
2,226
+846
+61% +$118K ﹤0.01% 681
2021
Q1 		$182K Sell
1,380
-322
-19% -$39.3K ﹤0.01% 680
2020
Q4 		$187K Buy
+1,702
New +$151K ﹤0.01% 671
2019
Q4 		– Sell
-7,441
Closed -$596K – 614
2019
Q3 		$596K Buy
+7,441
New +$617K ﹤0.01% 425

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CI Investments Inc's EVR Position: Q4 2025 in Review

CI Investments Inc sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,131 shares — an estimated $382K sold.

CI Investments Inc first reported a position in EVR in Q3 2019 and held it in 21 quarters. The position peaked at $596K in Q3 2019. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • CI Investments Inc reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,131 Evercore shares in Q4 2025, an estimated $382K.
  • CI Investments Inc first reported a position in Evercore in Q3 2019 and held it in 21 quarters.
  • CI Investments Inc's Evercore position peaked at $596K in Q3 2019.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.