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Eagle Bay Advisors’s Evercore EVR Stock Holding History

Eagle Bay Advisors’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
-57
Closed -$15.8K – 394
2024
Q4 		$15.8K Hold
57
– – 0.01% 499
2024
Q3 		$14.4K Sell
57
-3
-5% -$714 0.01% 703
2024
Q2 		$12.5K Hold
60
– – 0.01% 517
2024
Q1 		$11.6K Buy
+60
New +$10.9K 0.01% 546
2022
Q1 		– Sell
-255
Closed -$35K – 514
2021
Q4 		$35K Sell
255
-14
-5% -$2.04K 0.02% 460
2021
Q3 		$35K Sell
269
-80
-23% -$10.9K 0.02% 488
2021
Q2 		$52K Buy
+349
New +$48.8K 0.04% 326

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

Eagle Bay Advisors's EVR Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Evercore (EVR) in Q1 2025, closing a stake of 57 shares — an estimated $15.8K sold.

Eagle Bay Advisors first reported a position in EVR in Q2 2021 and held it in 7 quarters. The position peaked at $52K in Q2 2021. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 57 Evercore shares in Q1 2025, an estimated $15.8K.
  • Eagle Bay Advisors first reported a position in Evercore in Q2 2021 and held it in 7 quarters.
  • Eagle Bay Advisors's Evercore position peaked at $52K in Q2 2021.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.