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 		$3.04M Buy
10,200
+5,600
+122% +$1.83M ﹤0.01% 2579
2025
Q4 		$1.57M Buy
4,600
+800
+21% +$257K ﹤0.01% 3239
2025
Q3 		$1.28M Sell
3,800
-16,200
-81% -$5.08M ﹤0.01% 3297
2025
Q2 		$5.4M Buy
+20,000
New +$4.4M ﹤0.01% 1977
2024
Q1 		– Sell
-13,100
Closed -$2.24M – 4440
2023
Q4 		$2.24M Hold
13,100
– – ﹤0.01% 2583
2023
Q3 		$1.81M Buy
+13,100
New +$1.78M ﹤0.01% 2659
2017
Q3 		– Sell
-4,400
Closed -$310K – 3477
2017
Q2 		$310K Hold
4,400
– – ﹤0.01% 3017
2017
Q1 		$343K Buy
+4,400
New +$342K ﹤0.01% 2910
2014
Q2 		– Sell
-7,800
Closed -$431K – 4286
2014
Q1 		$431K Sell
7,800
-40,500
-84% -$2.32M ﹤0.01% 3715
2013
Q4 		$2.89M Hold
48,300
– – ﹤0.01% 2162
2013
Q3 		$2.38M Buy
48,300
+24,600
+104% +$1.13M ﹤0.01% 2270
2013
Q2 		$931K Buy
+23,700
New +$918K ﹤0.01% 2777

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.