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EFG Asset Management’s Evercore EVR Stock Holding History

EFG Asset Management’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
Q3 		$3.53M Sell
10,442
-4,893
-32% -$1.53M 0.46% 96
2025
Q2 		$4.14M Buy
15,335
+2,226
+17% +$490K 0.59% 70
2025
Q1 		$2.62M Sell
13,109
-2,380
-15% -$593K 0.43% 91
2024
Q4 		$4.29M Buy
15,489
+4,425
+40% +$1.25M 0.59% 50
2024
Q3 		$2.8M Sell
11,064
-44
-0.4% -$10.5K 0.47% 83
2024
Q2 		$2.31M Buy
11,108
+53
+0.5% +$10.3K 0.4% 94
2024
Q1 		$2.13M Sell
11,055
-784
-7% -$142K 0.37% 111
2023
Q4 		$2.02M Buy
11,839
+398
+3% +$57.6K 0.38% 101
2023
Q3 		$1.58M Sell
11,441
-2,879
-20% -$391K 0.37% 93
2023
Q2 		$1.77M Buy
14,320
+6,390
+81% +$735K 0.38% 88
2023
Q1 		$915K Sell
7,930
-444
-5% -$55.2K 0.2% 156
2022
Q4 		$927K Sell
8,374
-282
-3% -$29.4K 0.21% 159
2022
Q3 		$712K Sell
8,656
-651
-7% -$61.6K 0.16% 164
2022
Q2 		$871K Sell
9,307
-10,872
-54% -$1.16M 0.18% 156
2022
Q1 		$2.25M Sell
20,179
-3,906
-16% -$481K 0.34% 97
2021
Q4 		$3.27M Buy
+24,085
New +$3.51M 0.43% 67

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EFG Asset Management's EVR Position: Q3 2025 in Review

EFG Asset Management reduced its Evercore (EVR) stake by 32% in Q3 2025, selling an estimated $1.53M and leaving 10,442 shares worth $3.53M. The position accounts for 0.46% of the portfolio, ranked #96.

EFG Asset Management first reported a position in EVR in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.29M in Q4 2024. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • EFG Asset Management held 10,442 shares of Evercore worth $3.53M as of Q3 2025.
  • EFG Asset Management sold 4,893 Evercore shares in Q3 2025, an estimated $1.53M.
  • Evercore made up 0.46% of EFG Asset Management's portfolio in Q3 2025, its #96 holding.
  • EFG Asset Management first reported a position in Evercore in Q4 2021 and has held it in 16 quarters since.
  • EFG Asset Management's Evercore position peaked at $4.29M in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.