Federated Hermes’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 | $918K | Buy |
3,075
+346
| +13% | +$113K | ﹤0.01% | 1139 |
|
|
2025
Q4 | $929K | Sell |
2,729
-719
| -21% | -$231K | ﹤0.01% | 1140 |
|
|
2025
Q3 | $1.16M | Buy |
3,448
+92
| +3% | +$28.8K | ﹤0.01% | 1103 |
|
|
2025
Q2 | $906K | Buy |
3,356
+4
| +0.1% | +$880 | ﹤0.01% | 1167 |
|
|
2025
Q1 | $669K | Buy |
3,352
+425
| +15% | +$106K | ﹤0.01% | 1223 |
|
|
2024
Q4 | $811K | Sell |
2,927
-133
| -4% | -$37.7K | ﹤0.01% | 1172 |
|
|
2024
Q3 | $775K | Buy |
3,060
+24
| +0.8% | +$5.71K | ﹤0.01% | 1206 |
|
|
2024
Q2 | $633K | Sell |
3,036
-641
| -17% | -$125K | ﹤0.01% | 1252 |
|
|
2024
Q1 | $708K | Sell |
3,677
-209
| -5% | -$37.8K | ﹤0.01% | 1247 |
|
|
2023
Q4 | $665K | Sell |
3,886
-479
| -11% | -$69.3K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $602K | Sell |
4,365
-846
| -16% | -$115K | ﹤0.01% | 1283 |
|
|
2023
Q2 | $644K | Sell |
5,211
-159
| -3% | -$18.3K | ﹤0.01% | 1282 |
|
|
2023
Q1 | $620K | Buy |
5,370
+390
| +8% | +$48.5K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $543K | Sell |
4,980
-62,706
| -93% | -$6.54M | ﹤0.01% | 1346 |
|
|
2022
Q3 | $5.57M | Buy |
67,686
+3,734
| +6% | +$353K | 0.02% | 653 |
|
|
2022
Q2 | $5.99M | Buy |
63,952
+152
| +0.2% | +$16.2K | 0.02% | 655 |
|
|
2022
Q1 | $7.1M | Buy |
63,800
+86
| +0.1% | +$10.6K | 0.02% | 693 |
|
|
2021
Q4 | $8.65M | Sell |
63,714
-343
| -0.5% | -$50K | 0.02% | 679 |
|
|
2021
Q3 | $8.56M | Sell |
64,057
-664
| -1% | -$90.2K | 0.02% | 692 |
|
|
2021
Q2 | $9.11M | Buy |
64,721
+55,439
| +597% | +$7.75M | 0.02% | 692 |
|
|
2021
Q1 | $1.22M | Buy |
9,282
+481
| +5% | +$58.7K | ﹤0.01% | 1293 |
|
|
2020
Q4 | $965K | Sell |
8,801
-721
| -8% | -$64.2K | ﹤0.01% | 1339 |
|
|
2020
Q3 | $623K | Sell |
9,522
-1,053
| -10% | -$63.9K | ﹤0.01% | 1415 |
|
|
2020
Q2 | $623K | Sell |
10,575
-233
| -2% | -$12.7K | ﹤0.01% | 1416 |
|
|
2020
Q1 | $498K | Sell |
10,808
-1,132
| -9% | -$75.8K | ﹤0.01% | 1380 |
|
|
2019
Q4 | $893K | Sell |
11,940
-1,015
| -8% | -$77.4K | ﹤0.01% | 1298 |
|
|
2019
Q3 | $1.04M | Sell |
12,955
-73,552
| -85% | -$6.09M | ﹤0.01% | 1259 |
|
|
2019
Q2 | $7.66M | Sell |
86,507
-3,768
| -4% | -$335K | 0.02% | 660 |
|
|
2019
Q1 | $8.21M | Sell |
90,275
-21,123
| -19% | -$1.85M | 0.02% | 635 |
|
|
2018
Q4 | $7.97M | Sell |
111,398
-77,766
| -41% | -$6.38M | 0.02% | 580 |
|
|
2018
Q3 | $19M | Sell |
189,164
-27,874
| -13% | -$3M | 0.04% | 369 |
|
|
2018
Q2 | $22.9M | Sell |
217,038
-6,765
| -3% | -$698K | 0.07% | 227 |
|
|
2018
Q1 | $19.5M | Buy |
223,803
+185,256
| +481% | +$17.4M | 0.06% | 253 |
|
|
2017
Q4 | $3.47M | Buy |
38,547
+31,065
| +415% | +$2.59M | 0.01% | 730 |
|
|
2017
Q3 | $600K | Sell |
7,482
-33,320
| -82% | -$2.51M | ﹤0.01% | 1321 |
|
|
2017
Q2 | $2.88M | Sell |
40,802
-28,803
| -41% | -$2.09M | 0.01% | 755 |
|
|
2017
Q1 | $5.42M | Buy |
+69,605
| New | +$5.4M | 0.02% | 557 |
|
|
2014
Q2 | – | Sell |
-6,786
| Closed | -$375K | – | 1969 |
|
|
2014
Q1 | $375K | Sell |
6,786
-2,447
| -27% | -$140K | ﹤0.01% | 1405 |
|
|
2013
Q4 | $552K | Buy |
+9,233
| New | +$491K | ﹤0.01% | 1316 |
|
Other funds holding EVR
VPM
VCM
Federated Hermes's EVR Position: Q1 2026 in Review
Federated Hermes increased its Evercore (EVR) stake by 13% in Q1 2026, buying an estimated $113K and bringing the position to 3,075 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.
Federated Hermes first reported a position in EVR in Q4 2013 and has held it in 39 quarters since. The position peaked at $22.9M in Q2 2018. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Federated Hermes held 3,075 shares of Evercore worth $918K as of Q1 2026.
- Federated Hermes bought 346 Evercore shares in Q1 2026, an estimated $113K.
- Evercore made up ﹤0.01% of Federated Hermes's portfolio in Q1 2026, its #1139 holding.
- Federated Hermes first reported a position in Evercore in Q4 2013 and has held it in 39 quarters since.
- Federated Hermes's Evercore position peaked at $22.9M in Q2 2018.
- 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Federated Hermes's 13F filing for Q1 2026, filed 11 May 2026.