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EAM Investors’s Evercore EVR Stock Holding History

EAM 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
-16,664
Closed -$4.62M – 284
2024
Q4 		$4.62M Sell
16,664
-382
-2% -$108K 0.65% 52
2024
Q3 		$4.32M Buy
17,046
+6,162
+57% +$1.47M 0.65% 56
2024
Q2 		$2.27M Sell
10,884
-10,573
-49% -$2.06M 0.37% 136
2024
Q1 		$4.13M Buy
21,457
+323
+2% +$58.4K 0.64% 55
2023
Q4 		$3.61M Buy
+21,134
New +$3.06M 0.64% 66
2017
Q2 		– Sell
-42,755
Closed -$3.33M – 316
2017
Q1 		$3.33M Sell
42,755
-2,811
-6% -$218K 0.52% 55
2016
Q4 		$3.13M Buy
+45,566
New +$2.8M 0.42% 82
2016
Q2 		– Sell
-50,823
Closed -$2.63M – 322
2016
Q1 		$2.63M Buy
+50,823
New +$2.43M 0.41% 95

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

EAM Investors's EVR Position: Q1 2025 in Review

EAM Investors sold out of Evercore (EVR) in Q1 2025, closing a stake of 16,664 shares — an estimated $4.62M sold.

EAM Investors first reported a position in EVR in Q1 2016 and held it in 8 quarters. The position peaked at $4.62M in Q4 2024. 552 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • EAM Investors reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • EAM Investors sold 16,664 Evercore shares in Q1 2025, an estimated $4.62M.
  • EAM Investors first reported a position in Evercore in Q1 2016 and held it in 8 quarters.
  • EAM Investors's Evercore position peaked at $4.62M in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

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