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Continuum Advisory’s Evercore EVR Stock Holding History

Continuum Advisory’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
-23
Closed -$6.38K – 1763
2024
Q4 		$6.38K Hold
23
– – ﹤0.01% 1085
2024
Q3 		$6.89K Buy
23
+13
+130% +$3.09K ﹤0.01% 1086
2024
Q2 		$2.08K Hold
10
– – ﹤0.01% 1289
2024
Q1 		$1.95K Buy
+10
New +$1.81K ﹤0.01% 1307

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

Continuum Advisory's EVR Position: Q1 2025 in Review

Continuum Advisory sold out of Evercore (EVR) in Q1 2025, closing a stake of 23 shares — an estimated $6.38K sold.

Continuum Advisory first reported a position in EVR in Q1 2024 and held it in 4 quarters. The position peaked at $6.89K in Q3 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Continuum Advisory reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 23 Evercore shares in Q1 2025, an estimated $6.38K.
  • Continuum Advisory first reported a position in Evercore in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Evercore position peaked at $6.89K in Q3 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.