CRM
EVR icon

Cramer Rosenthal McGlynn’s Evercore EVR Stock Holding History

Cramer Rosenthal McGlynn’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 		$10.6M Sell
35,668
-47,234
-57% -$15.5M 0.78% 49
2025
Q4 		$28.2M Sell
82,902
-27,673
-25% -$8.89M 1.82% 21
2025
Q3 		$37.3M Sell
110,575
-22,272
-17% -$6.98M 2.4% 9
2025
Q2 		$35.9M Buy
132,847
+40,083
+43% +$8.82M 2.47% 8
2025
Q1 		$18.5M Buy
92,764
+17,048
+23% +$4.25M 1.33% 33
2024
Q4 		$21M Buy
75,716
+6,271
+9% +$1.78M 1.19% 36
2024
Q3 		$17.6M Sell
69,445
-38,314
-36% -$9.12M 0.98% 46
2024
Q2 		$22.5M Buy
107,759
+9,346
+9% +$1.82M 1.32% 31
2024
Q1 		$19M Buy
98,413
+18,966
+24% +$3.43M 1.03% 47
2023
Q4 		$13.6M Buy
+79,447
New +$11.5M 0.74% 56
2018
Q2 		– Sell
-200,897
Closed -$17.5M – 142
2018
Q1 		$17.5M Sell
200,897
-52,316
-21% -$4.93M 0.29% 104
2017
Q4 		$22.8M Buy
+253,213
New +$21.1M 0.37% 95
2014
Q3 		– Sell
-370,675
Closed -$21.4M – 247
2014
Q2 		$21.4M Buy
370,675
+4,565
+1% +$250K 0.17% 142
2014
Q1 		$20.2M Sell
366,110
-175,874
-32% -$10.1M 0.15% 147
2013
Q4 		$32.4M Sell
541,984
-25,505
-4% -$1.36M 0.23% 123
2013
Q3 		$27.9M Sell
567,489
-215,308
-28% -$9.91M 0.21% 121
2013
Q2 		$30.7M Buy
+782,797
New +$30.3M 0.23% 122

Other funds holding EVR

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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