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Core Alternative Capital’s Evercore EVR Stock Holding History

Core Alternative Capital’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
-315
Closed -$87.3K – 347
2024
Q4 		$87.3K Hold
315
– – 0.02% 126
2024
Q3 		$79.8K Hold
315
– – 0.02% 130
2024
Q2 		$65.7K Hold
315
– – 0.01% 134
2024
Q1 		$60.7K Hold
315
– – 0.01% 136
2023
Q4 		$53.9K Buy
+315
New +$45.6K 0.01% 162

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

Core Alternative Capital's EVR Position: Q1 2025 in Review

Core Alternative Capital sold out of Evercore (EVR) in Q1 2025, closing a stake of 315 shares — an estimated $87.3K sold.

Core Alternative Capital first reported a position in EVR in Q4 2023 and held it in 5 quarters. The position peaked at $87.3K in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Core Alternative Capital reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Core Alternative Capital sold 315 Evercore shares in Q1 2025, an estimated $87.3K.
  • Core Alternative Capital first reported a position in Evercore in Q4 2023 and held it in 5 quarters.
  • Core Alternative Capital's Evercore position peaked at $87.3K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Core Alternative Capital's 13F filing for Q1 2025, filed 29 Apr 2025.