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Ellevest Inc’s Evercore EVR Stock Holding History

Ellevest Inc’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
-846
Closed -$235K – 417
2024
Q4 		$235K Buy
+846
New +$240K 0.01% 359
2023
Q2 		– Sell
-136
Closed -$15.7K – 761
2023
Q1 		$15.7K Buy
136
+8
+6% +$994 ﹤0.01% 916
2022
Q4 		$14K Buy
128
+18
+16% +$1.88K ﹤0.01% 954
2022
Q3 		$9K Buy
110
+34
+45% +$3.21K ﹤0.01% 1025
2022
Q2 		$7K Buy
+76
New +$8.1K ﹤0.01% 951
2021
Q2 		– Sell
-4
Closed -$1K – 1307
2021
Q1 		$1K Buy
+4
New +$488 ﹤0.01% 1145
2020
Q2 		– Sell
-24
Closed -$1K – 1186
2020
Q1 		$1K Buy
24
+10
+71% +$670 ﹤0.01% 876
2019
Q4 		$1K Buy
+14
New +$1.07K ﹤0.01% 765

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

Ellevest Inc's EVR Position: Q1 2025 in Review

Ellevest Inc sold out of Evercore (EVR) in Q1 2025, closing a stake of 846 shares — an estimated $235K sold.

Ellevest Inc first reported a position in EVR in Q4 2019 and held it in 8 quarters. The position peaked at $235K in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Ellevest Inc reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Ellevest Inc sold 846 Evercore shares in Q1 2025, an estimated $235K.
  • Ellevest Inc first reported a position in Evercore in Q4 2019 and held it in 8 quarters.
  • Ellevest Inc's Evercore position peaked at $235K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Ellevest Inc's 13F filing for Q1 2025, filed 14 May 2025.