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Concourse Financial Group Securities’s Evercore EVR Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-2,569
Closed -$735K – 648
2024
Q4 		$735K Buy
2,569
+95
+4% +$26.9K 0.04% 393
2024
Q3 		$627K Buy
2,474
+630
+34% +$150K 0.04% 407
2024
Q2 		$384K Buy
1,844
+454
+33% +$88.3K 0.02% 515
2024
Q1 		$268K Buy
1,390
+1,303
+1,498% +$236K 0.02% 589
2023
Q4 		$14.9K Hold
87
– – ﹤0.01% 1566
2023
Q3 		$12K Sell
87
-7
-7% -$950 ﹤0.01% 1592
2023
Q2 		$11.6K Sell
94
-81
-46% -$9.32K ﹤0.01% 1605
2023
Q1 		$20.2K Buy
175
+5
+3% +$621 ﹤0.01% 1457
2022
Q4 		$18.5K Sell
170
-386
-69% -$40.3K ﹤0.01% 1496
2022
Q3 		$46K Sell
556
-139
-20% -$13.1K ﹤0.01% 972
2022
Q2 		$65K Sell
695
-123
-15% -$13.1K 0.01% 977
2022
Q1 		$91K Sell
818
-37
-4% -$4.55K 0.01% 908
2021
Q4 		$116K Sell
855
-10
-1% -$1.46K 0.01% 939
2021
Q3 		$116K Sell
865
-29
-3% -$3.94K 0.01% 919
2021
Q2 		$126K Sell
894
-22
-2% -$3.08K 0.01% 888
2021
Q1 		$121K Buy
916
+36
+4% +$4.4K 0.01% 855
2020
Q4 		$96K Buy
880
+75
+9% +$6.67K 0.01% 907
2020
Q3 		$53K Buy
805
+76
+10% +$4.61K ﹤0.01% 1037
2020
Q2 		$43K Buy
729
+122
+20% +$6.64K ﹤0.01% 1040
2020
Q1 		$28K Buy
607
+56
+10% +$3.75K ﹤0.01% 1111
2019
Q4 		$41K Buy
551
+275
+100% +$21K ﹤0.01% 1004
2019
Q3 		$22K Sell
276
-351
-56% -$29.1K 0.01% 926
2019
Q2 		$56K Sell
627
-10
-2% -$890 0.01% 822
2019
Q1 		$57K Buy
637
+53
+9% +$4.65K 0.01% 833
2018
Q4 		$41K Buy
584
+182
+45% +$14.9K ﹤0.01% 883
2018
Q3 		$40K Buy
+402
New +$43.3K 0.01% 638

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concourse Financial Group Securities's EVR Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Evercore (EVR) in Q1 2025, closing a stake of 2,569 shares — an estimated $735K sold.

Concourse Financial Group Securities first reported a position in EVR in Q3 2018 and held it in 26 quarters. The position peaked at $735K in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,569 Evercore shares in Q1 2025, an estimated $735K.
  • Concourse Financial Group Securities first reported a position in Evercore in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Evercore position peaked at $735K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.