Citadel Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.7M | Sell |
66,075
-22,067
| -25% | -$7.23M | ﹤0.01% | 2361 |
|
|
2025
Q4 | $30M | Buy |
+88,142
| New | +$28.3M | ﹤0.01% | 1909 |
|
|
2025
Q2 | – | Sell |
-92,953
| Closed | -$20.4M | – | 13222 |
|
|
2025
Q1 | $18.6M | Buy |
92,953
+64,632
| +228% | +$16.1M | ﹤0.01% | 2129 |
|
|
2024
Q4 | $7.85M | Buy |
28,321
+27,394
| +2,955% | +$7.76M | ﹤0.01% | 3284 |
|
|
2024
Q3 | $235K | Sell |
927
-379,218
| -100% | -$90.3M | ﹤0.01% | 9827 |
|
|
2024
Q2 | $79.2M | Buy |
380,145
+368,806
| +3,253% | +$71.8M | 0.02% | 817 |
|
|
2024
Q1 | $2.18M | Buy |
+11,339
| New | +$2.05M | ﹤0.01% | 5352 |
|
|
2023
Q3 | – | Sell |
-62,063
| Closed | -$8.43M | – | 14515 |
|
|
2023
Q2 | $7.67M | Buy |
62,063
+61,559
| +12,214% | +$7.08M | ﹤0.01% | 3033 |
|
|
2023
Q1 | $58.2K | Sell |
504
-103,375
| -100% | -$12.8M | ﹤0.01% | 11965 |
|
|
2022
Q4 | $11.3M | Sell |
103,879
-239,427
| -70% | -$25M | ﹤0.01% | 2653 |
|
|
2022
Q3 | $28.2M | Sell |
343,306
-26,221
| -7% | -$2.48M | 0.01% | 1539 |
|
|
2022
Q2 | $34.6M | Sell |
369,527
-133,283
| -27% | -$14.2M | 0.01% | 1339 |
|
|
2022
Q1 | $56M | Buy |
502,810
+497,569
| +9,494% | +$61.2M | 0.01% | 1030 |
|
|
2021
Q4 | $712K | Sell |
5,241
-15,387
| -75% | -$2.24M | ﹤0.01% | 8789 |
|
|
2021
Q3 | $2.76M | Sell |
20,628
-344,050
| -94% | -$46.8M | ﹤0.01% | 5563 |
|
|
2021
Q2 | $51.3M | Buy |
364,678
+126,382
| +53% | +$17.7M | 0.01% | 1104 |
|
|
2021
Q1 | $31.4M | Sell |
238,296
-14,579
| -6% | -$1.78M | 0.01% | 1471 |
|
|
2020
Q4 | $27.7M | Buy |
252,875
+213,894
| +549% | +$19M | 0.01% | 1466 |
|
|
2020
Q3 | $2.55M | Sell |
38,981
-7,293
| -16% | -$443K | ﹤0.01% | 4267 |
|
|
2020
Q2 | $2.73M | Sell |
46,274
-444,038
| -91% | -$24.2M | ﹤0.01% | 4029 |
|
|
2020
Q1 | $22.6M | Buy |
490,312
+232,338
| +90% | +$15.6M | 0.01% | 1137 |
|
|
2019
Q4 | $19.3M | Sell |
257,974
-1,021,024
| -80% | -$77.8M | 0.01% | 1520 |
|
|
2019
Q3 | $102M | Buy |
1,278,998
+361,705
| +39% | +$30M | 0.05% | 393 |
|
|
2019
Q2 | $81.2M | Buy |
917,293
+187,357
| +26% | +$16.7M | 0.04% | 481 |
|
|
2019
Q1 | $66.4M | Buy |
729,936
+55,163
| +8% | +$4.84M | 0.03% | 556 |
|
|
2018
Q4 | $48.3M | Buy |
674,773
+579,671
| +610% | +$47.6M | 0.03% | 638 |
|
|
2018
Q3 | $9.56M | Sell |
95,102
-2,076
| -2% | -$224K | ﹤0.01% | 2152 |
|
|
2018
Q2 | $10.2M | Buy |
97,178
+93,963
| +2,923% | +$9.69M | 0.01% | 1899 |
|
|
2018
Q1 | $280K | Buy |
+3,215
| New | +$303K | ﹤0.01% | 6858 |
|
|
2017
Q4 | – | Sell |
-4,794
| Closed | -$400K | – | 8084 |
|
|
2017
Q3 | $385K | Buy |
+4,794
| New | +$360K | ﹤0.01% | 5687 |
|
|
2017
Q2 | – | Sell |
-134,208
| Closed | -$9.76M | – | 7622 |
|
|
2017
Q1 | $10.5M | Buy |
134,208
+18,439
| +16% | +$1.43M | 0.01% | 1403 |
|
|
2016
Q4 | $7.95M | Sell |
115,769
-377,120
| -77% | -$23.2M | 0.01% | 1556 |
|
|
2016
Q3 | $25.4M | Sell |
492,889
-141,154
| -22% | -$7.1M | 0.03% | 733 |
|
|
2016
Q2 | $28M | Buy |
634,043
+495,029
| +356% | +$24.6M | 0.03% | 586 |
|
|
2016
Q1 | $7.19M | Buy |
139,014
+96,750
| +229% | +$4.62M | 0.01% | 1464 |
|
|
2015
Q4 | $2.29M | Buy |
42,264
+21,605
| +105% | +$1.17M | ﹤0.01% | 2599 |
|
|
2015
Q3 | $1.04M | Sell |
20,659
-391,905
| -95% | -$21.5M | ﹤0.01% | 3766 |
|
|
2015
Q2 | $22.3M | Buy |
412,564
+178,805
| +76% | +$9.12M | 0.02% | 928 |
|
|
2015
Q1 | $12.1M | Sell |
233,759
-475,751
| -67% | -$24.2M | 0.01% | 1303 |
|
|
2014
Q4 | $37.2M | Buy |
709,510
+169,634
| +31% | +$8.49M | 0.04% | 619 |
|
|
2014
Q3 | $25.4M | Buy |
539,876
+254,795
| +89% | +$13.2M | 0.03% | 776 |
|
|
2014
Q2 | $16.4M | Buy |
285,081
+82,782
| +41% | +$4.54M | 0.02% | 927 |
|
|
2014
Q1 | $11.2M | Buy |
202,299
+173,125
| +593% | +$9.9M | 0.01% | 1190 |
|
|
2013
Q4 | $1.74M | Buy |
29,174
+7,690
| +36% | +$409K | ﹤0.01% | 2676 |
|
|
2013
Q3 | $1.06M | Sell |
21,484
-535,103
| -96% | -$24.6M | ﹤0.01% | 3047 |
|
|
2013
Q2 | $21.9M | Buy |
+556,587
| New | +$21.6M | 0.04% | 612 |
|
Other funds holding EVR
VPM
VCM
Citadel Advisors's EVR Position: Q1 2026 in Review
Citadel Advisors reduced its Evercore (EVR) stake by 25% in Q1 2026, selling an estimated $7.23M and leaving 66,075 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2361.
Citadel Advisors first reported a position in EVR in Q2 2013 and has held it in 46 quarters since. The position peaked at $102M in Q3 2019. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Citadel Advisors held 66,075 shares of Evercore worth $19.7M as of Q1 2026.
- Citadel Advisors sold 22,067 Evercore shares in Q1 2026, an estimated $7.23M.
- Evercore made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #2361 holding.
- Citadel Advisors first reported a position in Evercore in Q2 2013 and has held it in 46 quarters since.
- Citadel Advisors's Evercore position peaked at $102M in Q3 2019.
- 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.