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Cornerstone Investment Partners’s Evercore EVR Stock Holding History

Cornerstone Investment Partners’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
2026
Q1 		$1.4M Buy
4,699
+298
+7% +$97.6K 0.06% 41
2025
Q4 		$1.5M Sell
4,401
-9
-0.2% -$2.89K 0.06% 38
2025
Q3 		$1.49M Buy
4,410
+34
+0.8% +$10.7K 0.06% 36
2025
Q2 		$1.18M Buy
4,376
+53
+1% +$11.7K 0.05% 36
2025
Q1 		$863K Buy
4,323
+504
+13% +$126K 0.04% 38
2024
Q4 		$1.06M Buy
3,819
+104
+3% +$29.5K 0.05% 37
2024
Q3 		$941K Sell
3,715
-9,180
-71% -$2.19M 0.05% 37
2024
Q2 		$2.69M Sell
12,895
-520
-4% -$101K 0.13% 35
2024
Q1 		$2.58M Buy
13,415
+25
+0.2% +$4.52K 0.13% 35
2023
Q4 		$2.29M Buy
13,390
+452
+3% +$65.4K 0.13% 37
2023
Q3 		$1.78M Buy
12,938
+8,262
+177% +$1.12M 0.11% 38
2023
Q2 		$578K Buy
4,676
+22
+0.5% +$2.53K 0.04% 61
2023
Q1 		$537K Sell
4,654
-7
-0.2% -$870 0.04% 68
2022
Q4 		$508K Hold
4,661
– – 0.03% 68
2022
Q3 		$383K Buy
4,661
+21
+0.5% +$1.99K 0.03% 74
2022
Q2 		$434K Sell
4,640
-16
-0.3% -$1.71K 0.03% 72
2022
Q1 		$518K Sell
4,656
-41
-0.9% -$5.04K 0.03% 70
2021
Q4 		$638K Buy
4,697
+1,785
+61% +$260K 0.04% 63
2021
Q3 		$389K Buy
+2,912
New +$396K 0.02% 79

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Investment Partners's EVR Position: Q1 2026 in Review

Cornerstone Investment Partners increased its Evercore (EVR) stake by 6.8% in Q1 2026, buying an estimated $97.6K and bringing the position to 4,699 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #41.

Cornerstone Investment Partners first reported a position in EVR in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.69M in Q2 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Cornerstone Investment Partners held 4,699 shares of Evercore worth $1.4M as of Q1 2026.
  • Cornerstone Investment Partners bought 298 Evercore shares in Q1 2026, an estimated $97.6K.
  • Evercore made up 0.06% of Cornerstone Investment Partners's portfolio in Q1 2026, its #41 holding.
  • Cornerstone Investment Partners first reported a position in Evercore in Q3 2021 and has held it in 19 quarters since.
  • Cornerstone Investment Partners's Evercore position peaked at $2.69M in Q2 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.