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EAM Global Investors’s Evercore EVR Stock Holding History

EAM Global Investors’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
-18,292
Closed -$5.07M – 108
2024
Q4 		$5.07M Buy
18,292
+11
+0.1% +$3.12K 0.91% 40
2024
Q3 		$4.63M Buy
+18,281
New +$4.35M 0.93% 50
2024
Q2 		– Sell
-21,165
Closed -$4.08M – 103
2024
Q1 		$4.08M Hold
21,165
– – 0.94% 68
2023
Q4 		$3.62M Buy
+21,165
New +$3.06M 0.87% 73

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

EAM Global Investors's EVR Position: Q1 2025 in Review

EAM Global Investors sold out of Evercore (EVR) in Q1 2025, closing a stake of 18,292 shares — an estimated $5.07M sold.

EAM Global Investors first reported a position in EVR in Q4 2023 and held it in 4 quarters. The position peaked at $5.07M in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • EAM Global Investors reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • EAM Global Investors sold 18,292 Evercore shares in Q1 2025, an estimated $5.07M.
  • EAM Global Investors first reported a position in Evercore in Q4 2023 and held it in 4 quarters.
  • EAM Global Investors's Evercore position peaked at $5.07M in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on EAM Global Investors's 13F filing for Q1 2025, filed 12 May 2025.