D.E. Shaw & Co
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D.E. Shaw & Co’s Evercore EVR Stock Holding History

D.E. Shaw & Co’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 		$3.16M Sell
10,600
-600
-5% -$196K ﹤0.01% 2541
2025
Q4 		$3.81M Buy
11,200
+4,000
+56% +$1.29M ﹤0.01% 2537
2025
Q3 		$2.43M Sell
7,200
-12,800
-64% -$4.01M ﹤0.01% 2829
2025
Q2 		$5.4M Buy
20,000
+16,700
+506% +$3.67M ﹤0.01% 1976
2025
Q1 		$659K Sell
3,300
-2,200
-40% -$548K ﹤0.01% 3338
2024
Q4 		$1.52M Buy
+5,500
New +$1.56M ﹤0.01% 2930
2018
Q4 		– Sell
-13,300
Closed -$1.34M – 3816
2018
Q3 		$1.34M Hold
13,300
– – ﹤0.01% 2482
2018
Q2 		$1.4M Buy
+13,300
New +$1.37M ﹤0.01% 2472
2017
Q3 		– Sell
-18,000
Closed -$1.27M – 3476
2017
Q2 		$1.27M Hold
18,000
– – ﹤0.01% 2266
2017
Q1 		$1.4M Buy
+18,000
New +$1.4M ﹤0.01% 2074
2014
Q2 		– Sell
-14,900
Closed -$823K – 4285
2014
Q1 		$823K Sell
14,900
-37,800
-72% -$2.16M ﹤0.01% 3197
2013
Q4 		$3.15M Buy
52,700
+14,900
+39% +$793K ﹤0.01% 2083
2013
Q3 		$1.86M Buy
+37,800
New +$1.74M ﹤0.01% 2495

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

D.E. Shaw & Co's EVR Position: Q2 2025 in Review

D.E. Shaw & Co sold out of Evercore (EVR) in Q2 2025, closing a stake of 17,075 shares — an estimated $3.76M sold.

D.E. Shaw & Co first reported a position in EVR in Q2 2013 and held it in 31 quarters. The position peaked at $15.7M in Q2 2018. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • D.E. Shaw & Co reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • D.E. Shaw & Co sold 17,075 Evercore shares in Q2 2025, an estimated $3.76M.
  • D.E. Shaw & Co first reported a position in Evercore in Q2 2013 and held it in 31 quarters.
  • D.E. Shaw & Co's Evercore position peaked at $15.7M in Q2 2018.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on D.E. Shaw & Co's 13F filing for Q2 2025, filed 14 Aug 2025.