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
$23.8M Buy
79,700
+66,200
+490% +$21.7M ﹤0.01% 2121
2025
Q4
$4.59M Buy
13,500
+5,600
+71% +$1.8M ﹤0.01% 4416
2025
Q3
$2.66M Sell
7,900
-6,600
-46% -$2.07M ﹤0.01% 5514
2025
Q2
$3.92M Sell
14,500
-100,600
-87% -$22.1M ﹤0.01% 4523
2025
Q1
$23M Buy
115,100
+99,500
+638% +$24.8M ﹤0.01% 1886
2024
Q4
$4.32M Sell
15,600
-10,600
-40% -$3M ﹤0.01% 4195
2024
Q3
$6.64M Buy
26,200
+24,700
+1,647% +$5.88M ﹤0.01% 3497
2024
Q2
$313K Sell
1,500
-27,600
-95% -$5.37M ﹤0.01% 9051
2024
Q1
$5.6M Buy
29,100
+2,200
+8% +$398K ﹤0.01% 3773
2023
Q4
$4.6M Buy
26,900
+20,900
+348% +$3.03M ﹤0.01% 3917
2023
Q3
$827K Sell
6,000
-1,200
-17% -$163K ﹤0.01% 6975
2023
Q2
$890K Sell
7,200
-6,300
-47% -$725K ﹤0.01% 6700
2023
Q1
$1.56M Buy
13,500
+4,800
+55% +$597K ﹤0.01% 5845
2022
Q4
$949K Buy
8,700
+3,100
+55% +$324K ﹤0.01% 6922
2022
Q3
$461K Sell
5,600
-15,400
-73% -$1.46M ﹤0.01% 8643
2022
Q2
$1.97M Buy
21,000
+10,100
+93% +$1.08M ﹤0.01% 5579
2022
Q1
$1.21M Buy
10,900
+1,900
+21% +$234K ﹤0.01% 7261
2021
Q4
$1.22M Sell
9,000
-5,200
-37% -$758K ﹤0.01% 7444
2021
Q3
$1.9M Sell
14,200
-15,100
-52% -$2.05M ﹤0.01% 6495
2021
Q2
$4.13M Buy
29,300
+19,500
+199% +$2.73M ﹤0.01% 4857
2021
Q1
$1.29M Buy
9,800
+7,100
+263% +$867K ﹤0.01% 7470
2020
Q4
$296K Sell
2,700
-6,200
-70% -$552K ﹤0.01% 9101
2020
Q3
$583K Sell
8,900
-500
-5% -$30.3K ﹤0.01% 7016
2020
Q2
$554K Buy
9,400
+3,800
+68% +$207K ﹤0.01% 6893
2020
Q1
$258K Sell
5,600
-9,600
-63% -$643K ﹤0.01% 7576
2019
Q4
$1.14M Sell
15,200
-52,900
-78% -$4.03M ﹤0.01% 5359
2019
Q3
$5.46M Sell
68,100
-10,100
-13% -$837K ﹤0.01% 2996
2019
Q2
$6.93M Buy
78,200
+48,000
+159% +$4.27M ﹤0.01% 2639
2019
Q1
$2.75M Buy
30,200
+24,500
+430% +$2.15M ﹤0.01% 3914
2018
Q4
$408K Sell
5,700
-15,500
-73% -$1.27M ﹤0.01% 6729
2018
Q3
$2.13M Buy
21,200
+2,800
+15% +$302K ﹤0.01% 4309
2018
Q2
$1.94M Buy
18,400
+10,500
+133% +$1.08M ﹤0.01% 4165
2018
Q1
$689K Buy
7,900
+900
+13% +$84.8K ﹤0.01% 5347
2017
Q4
$630K Buy
+7,000
New +$584K ﹤0.01% 5328

Other funds holding EVR

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.