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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
Q2 		$9.39M Sell
27,490
-8,178
-23% -$2.8M 0.47% 63
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 2.32% 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cramer Rosenthal McGlynn's EVR Position: Q2 2026 in Review

Cramer Rosenthal McGlynn reduced its Evercore (EVR) stake by 23% in Q2 2026, selling an estimated $2.8M and leaving 27,490 shares worth $9.39M. The position accounts for 0.47% of the portfolio, ranked #63.

Cramer Rosenthal McGlynn first reported a position in EVR in Q2 2013 and has held it in 18 quarters since. The position peaked at $37.3M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Cramer Rosenthal McGlynn held 27,490 shares of Evercore worth $9.39M as of Q2 2026.
  • Cramer Rosenthal McGlynn sold 8,178 Evercore shares in Q2 2026, an estimated $2.8M.
  • Evercore made up 0.47% of Cramer Rosenthal McGlynn's portfolio in Q2 2026, its #63 holding.
  • Cramer Rosenthal McGlynn first reported a position in Evercore in Q2 2013 and has held it in 18 quarters since.
  • Cramer Rosenthal McGlynn's Evercore position peaked at $37.3M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Cramer Rosenthal McGlynn's 13F filing for Q2 2026, filed 13 Aug 2026.