Essex Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.67M | Buy |
8,939
+170
| +2% | +$55.7K | 0.42% | 95 |
|
|
2025
Q4 | $2.98M | Sell |
8,769
-189
| -2% | -$60.7K | 0.45% | 84 |
|
|
2025
Q3 | $3.02M | Sell |
8,958
-1,603
| -15% | -$502K | 0.46% | 82 |
|
|
2025
Q2 | $2.85M | Sell |
10,561
-73
| -0.7% | -$16.1K | 0.52% | 75 |
|
|
2025
Q1 | $2.12M | Sell |
10,634
-87
| -0.8% | -$21.7K | 0.44% | 100 |
|
|
2024
Q4 | $2.97M | Sell |
10,721
-1,686
| -14% | -$478K | 0.53% | 75 |
|
|
2024
Q3 | $3.14M | Buy |
12,407
+34
| +0.3% | +$8.09K | 0.55% | 73 |
|
|
2024
Q2 | $2.58M | Sell |
12,373
-385
| -3% | -$74.9K | 0.48% | 80 |
|
|
2024
Q1 | $2.46M | Sell |
12,758
-4,897
| -28% | -$886K | 0.48% | 77 |
|
|
2023
Q4 | $3.02M | Sell |
17,655
-6,650
| -27% | -$963K | 0.59% | 51 |
|
|
2023
Q3 | $3.35M | Buy |
24,305
+2,566
| +12% | +$348K | 0.55% | 56 |
|
|
2023
Q2 | $2.69M | Buy |
21,739
+3,066
| +16% | +$353K | 0.38% | 93 |
|
|
2023
Q1 | $2.15M | Buy |
18,673
+3,434
| +23% | +$427K | 0.31% | 104 |
|
|
2022
Q4 | $1.66M | Sell |
15,239
-107
| -0.7% | -$11.2K | 0.26% | 117 |
|
|
2022
Q3 | $1.26M | Buy |
15,346
+4,254
| +38% | +$402K | 0.2% | 156 |
|
|
2022
Q2 | $1.04M | Sell |
11,092
-1,094
| -9% | -$117K | 0.17% | 184 |
|
|
2022
Q1 | $1.36M | Buy |
12,186
+519
| +4% | +$63.8K | 0.17% | 191 |
|
|
2021
Q4 | $1.58M | Sell |
11,667
-126
| -1% | -$18.4K | 0.18% | 169 |
|
|
2021
Q3 | $1.58M | Hold |
11,793
| – | – | 0.19% | 171 |
|
|
2021
Q2 | $1.66M | Sell |
11,793
-28,276
| -71% | -$3.95M | 0.19% | 176 |
|
|
2021
Q1 | $5.28M | Sell |
40,069
-2,898
| -7% | -$354K | 0.64% | 40 |
|
|
2020
Q4 | $4.71M | Buy |
42,967
+28,312
| +193% | +$2.52M | 0.58% | 43 |
|
|
2020
Q3 | $959K | Buy |
14,655
+612
| +4% | +$37.1K | 0.14% | 222 |
|
|
2020
Q2 | $827K | Sell |
14,043
-1,076
| -7% | -$58.5K | 0.14% | 212 |
|
|
2020
Q1 | $696K | Buy |
15,119
+1,207
| +9% | +$80.8K | 0.14% | 198 |
|
|
2019
Q4 | $1.04M | Buy |
13,912
+612
| +5% | +$46.6K | 0.13% | 225 |
|
|
2019
Q3 | $1.06M | Sell |
13,300
-2,030
| -13% | -$168K | 0.15% | 199 |
|
|
2019
Q2 | $1.36M | Sell |
15,330
-339
| -2% | -$30.2K | 0.19% | 182 |
|
|
2019
Q1 | $1.43M | Sell |
15,669
-1,062
| -6% | -$93.3K | 0.21% | 156 |
|
|
2018
Q4 | $1.2M | Sell |
16,731
-1,024
| -6% | -$84.1K | 0.19% | 164 |
|
|
2018
Q3 | $1.78M | Buy |
17,755
+746
| +4% | +$80.4K | 0.21% | 149 |
|
|
2018
Q2 | $1.79M | Buy |
17,009
+2
| +0% | +$206 | 0.22% | 132 |
|
|
2018
Q1 | $1.48M | Sell |
17,007
-2,254
| -12% | -$212K | 0.2% | 155 |
|
|
2017
Q4 | $1.73M | Sell |
19,261
-242
| -1% | -$20.2K | 0.23% | 136 |
|
|
2017
Q3 | $1.56M | Sell |
19,503
-3,057
| -14% | -$230K | 0.21% | 162 |
|
|
2017
Q2 | $1.59M | Buy |
22,560
+5,064
| +29% | +$368K | 0.23% | 151 |
|
|
2017
Q1 | $1.36M | Sell |
17,496
-176
| -1% | -$13.7K | 0.21% | 138 |
|
|
2016
Q4 | $1.21M | Sell |
17,672
-3,038
| -15% | -$187K | 0.2% | 131 |
|
|
2016
Q3 | $1.07M | Sell |
20,710
-1,407
| -6% | -$70.8K | 0.17% | 150 |
|
|
2016
Q2 | $977K | Sell |
22,117
-268
| -1% | -$13.3K | 0.16% | 141 |
|
|
2016
Q1 | $1.16M | Sell |
22,385
-1,927
| -8% | -$92.1K | 0.2% | 110 |
|
|
2015
Q4 | $1.31M | Sell |
24,312
-580
| -2% | -$31.3K | 0.21% | 116 |
|
|
2015
Q3 | $1.25M | Buy |
24,892
+3,004
| +14% | +$165K | 0.21% | 116 |
|
|
2015
Q2 | $1.18M | Sell |
21,888
-657
| -3% | -$33.5K | 0.18% | 138 |
|
|
2015
Q1 | $1.17M | Buy |
22,545
+41
| +0.2% | +$2.08K | 0.16% | 131 |
|
|
2014
Q4 | $1.18M | Sell |
22,504
-2,356
| -9% | -$118K | 0.17% | 137 |
|
|
2014
Q3 | $1.17M | Sell |
24,860
-1,207
| -5% | -$62.5K | 0.18% | 137 |
|
|
2014
Q2 | $1.5M | Sell |
26,067
-3,834
| -13% | -$210K | 0.22% | 131 |
|
|
2014
Q1 | $1.65M | Buy |
29,901
+215
| +0.7% | +$12.3K | 0.24% | 130 |
|
|
2013
Q4 | $1.77M | Buy |
29,686
+1,134
| +4% | +$60.4K | 0.25% | 115 |
|
|
2013
Q3 | $1.41M | Sell |
28,552
-473
| -2% | -$21.8K | 0.21% | 136 |
|
|
2013
Q2 | $1.14M | Buy |
+29,025
| New | +$1.12M | 0.2% | 132 |
|
Other funds holding EVR
VPM
VCM
Essex Investment Management's EVR Position: Q1 2026 in Review
Essex Investment Management increased its Evercore (EVR) stake by 1.9% in Q1 2026, buying an estimated $55.7K and bringing the position to 8,939 shares worth $2.67M. The position accounts for 0.42% of the portfolio, ranked #95.
Essex Investment Management first reported a position in EVR in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.28M in Q1 2021. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Essex Investment Management held 8,939 shares of Evercore worth $2.67M as of Q1 2026.
- Essex Investment Management bought 170 Evercore shares in Q1 2026, an estimated $55.7K.
- Evercore made up 0.42% of Essex Investment Management's portfolio in Q1 2026, its #95 holding.
- Essex Investment Management first reported a position in Evercore in Q2 2013 and has held it in 52 quarters since.
- Essex Investment Management's Evercore position peaked at $5.28M in Q1 2021.
- 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.