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Crestline Management’s Evercore EVR Stock Holding History

Crestline 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
Q1 		– Sell
-970
Closed -$269K – 213
2024
Q4 		$269K Buy
+970
New +$275K 0.01% 635
2019
Q4 		– Sell
-63,917
Closed -$5.12M – 61
2019
Q3 		$5.12M Buy
63,917
+23,824
+59% +$1.97M 0.82% 22
2019
Q2 		$3.55M Buy
+40,093
New +$3.57M 0.48% 33
2018
Q2 		– Sell
-10,748
Closed -$937K – 252
2018
Q1 		$937K Buy
+10,748
New +$1.01M 0.12% 156

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

Crestline Management's EVR Position: Q1 2025 in Review

Crestline Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 970 shares — an estimated $269K sold.

Crestline Management first reported a position in EVR in Q1 2018 and held it in 4 quarters. The position peaked at $5.12M in Q3 2019. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Crestline Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 970 Evercore shares in Q1 2025, an estimated $269K.
  • Crestline Management first reported a position in Evercore in Q1 2018 and held it in 4 quarters.
  • Crestline Management's Evercore position peaked at $5.12M in Q3 2019.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.