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Contravisory Investment Management’s Evercore EVR Stock Holding History

Contravisory Investment Management’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
Q2 		– Sell
-93
Closed -$18.6K – 396
2025
Q1 		$18.6K Hold
93
– – ﹤0.01% 310
2024
Q4 		$25.8K Sell
93
-16
-15% -$4.53K 0.01% 261
2024
Q3 		$27.6K Hold
109
– – 0.01% 251
2024
Q2 		$22.7K Sell
109
-50
-31% -$9.73K 0.01% 249
2024
Q1 		$30.6K Hold
159
– – 0.01% 252
2023
Q4 		$27.2K Buy
+159
New +$23K 0.01% 234
2022
Q1 		– Sell
-1,571
Closed -$213K – 349
2021
Q4 		$213K Buy
1,571
+229
+17% +$33.4K 0.06% 183
2021
Q3 		$179K Buy
+1,342
New +$182K 0.05% 183
2018
Q1 		– Sell
-21
Closed -$2K – 369
2017
Q4 		$2K Hold
21
– – ﹤0.01% 325
2017
Q3 		$2K Buy
+21
New +$1.58K ﹤0.01% 353

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Contravisory Investment Management's EVR Position: Q2 2025 in Review

Contravisory Investment Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 93 shares — an estimated $18.6K sold.

Contravisory Investment Management first reported a position in EVR in Q3 2017 and held it in 10 quarters. The position peaked at $213K in Q4 2021. 566 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Contravisory Investment Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 93 Evercore shares in Q2 2025, an estimated $18.6K.
  • Contravisory Investment Management first reported a position in Evercore in Q3 2017 and held it in 10 quarters.
  • Contravisory Investment Management's Evercore position peaked at $213K in Q4 2021.
  • 566 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.