First Horizon Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.1K | Sell |
282
-168
| -37% | -$37K | ﹤0.01% | 809 |
|
|
2025
Q1 | $89.9K | Buy |
450
+137
| +44% | +$34.1K | ﹤0.01% | 708 |
|
|
2024
Q4 | $86.8K | Hold |
313
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $79.3K | Hold |
313
| – | – | ﹤0.01% | 803 |
|
|
2024
Q2 | $65.2K | Sell |
313
-10
| -3% | -$1.95K | ﹤0.01% | 816 |
|
|
2024
Q1 | $62.2K | Hold |
323
| – | – | ﹤0.01% | 854 |
|
|
2023
Q4 | $55.2K | Hold |
323
| – | – | ﹤0.01% | 891 |
|
|
2023
Q3 | $44.5K | Sell |
323
-20
| -6% | -$2.71K | ﹤0.01% | 902 |
|
|
2023
Q2 | $42.4K | Hold |
343
| – | – | ﹤0.01% | 953 |
|
|
2023
Q1 | $39.6K | Buy |
343
+37
| +12% | +$4.6K | ﹤0.01% | 997 |
|
|
2022
Q4 | $33.4K | Sell |
306
-458
| -60% | -$47.8K | ﹤0.01% | 1044 |
|
|
2022
Q3 | $63K | Sell |
764
-428
| -36% | -$40.5K | ﹤0.01% | 753 |
|
|
2022
Q2 | $112K | Buy |
1,192
+868
| +268% | +$92.5K | ﹤0.01% | 627 |
|
|
2022
Q1 | $36K | Sell |
324
-21
| -6% | -$2.58K | ﹤0.01% | 721 |
|
|
2021
Q4 | $46K | Hold |
345
| – | – | ﹤0.01% | 947 |
|
|
2021
Q3 | $45K | Buy |
+345
| New | +$46.9K | ﹤0.01% | 946 |
|
|
2020
Q4 | – | Sell |
-92
| Closed | -$6K | – | 1482 |
|
|
2020
Q3 | $6K | Sell |
92
-136
| -60% | -$8.25K | ﹤0.01% | 1127 |
|
|
2020
Q2 | $13K | Hold |
228
| – | – | ﹤0.01% | 932 |
|
|
2020
Q1 | $10K | Sell |
228
-198
| -46% | -$13.3K | ﹤0.01% | 930 |
|
|
2019
Q4 | $31K | Buy |
426
+92
| +28% | +$7.01K | ﹤0.01% | 712 |
|
|
2019
Q3 | $25K | Hold |
334
| – | – | ﹤0.01% | 765 |
|
|
2019
Q2 | $28K | Sell |
334
-2
| -0.6% | -$178 | ﹤0.01% | 748 |
|
|
2019
Q1 | $29K | Hold |
336
| – | – | ﹤0.01% | 685 |
|
|
2018
Q4 | $23K | Buy |
336
+126
| +60% | +$10.3K | ﹤0.01% | 736 |
|
|
2018
Q3 | $21K | Hold |
210
| – | – | ﹤0.01% | 861 |
|
|
2018
Q2 | $22K | Hold |
210
| – | – | ﹤0.01% | 864 |
|
|
2018
Q1 | $18K | Hold |
210
| – | – | ﹤0.01% | 825 |
|
|
2017
Q4 | $18K | Hold |
210
| – | – | ﹤0.01% | 837 |
|
|
2017
Q3 | $16K | Hold |
210
| – | – | ﹤0.01% | 854 |
|
|
2017
Q2 | $15K | Sell |
210
-90
| -30% | -$6.54K | ﹤0.01% | 859 |
|
|
2017
Q1 | $21K | Buy |
+300
| New | +$23.3K | ﹤0.01% | 790 |
|
|
2014
Q4 | – | Sell |
-330
| Closed | -$15K | – | 1505 |
|
|
2014
Q3 | $15K | Buy |
330
+17
| +5% | +$881 | ﹤0.01% | 920 |
|
|
2014
Q2 | $15K | Hold |
313
| – | – | ﹤0.01% | 922 |
|
|
2014
Q1 | $16K | Hold |
313
| – | – | ﹤0.01% | 836 |
|
|
2013
Q4 | $16K | Hold |
313
| – | – | ﹤0.01% | 807 |
|
|
2013
Q3 | $15K | Hold |
313
| – | – | ﹤0.01% | 734 |
|
|
2013
Q2 | $12K | Buy |
+313
| New | +$12.1K | 0.01% | 479 |
|
Other funds holding EVR
First Horizon Advisors's EVR Position: Q2 2025 in Review
First Horizon Advisors reduced its Evercore (EVR) stake by 37% in Q2 2025, selling an estimated $37K and leaving 282 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #809.
First Horizon Advisors first reported a position in EVR in Q2 2013 and has held it in 37 quarters since. The position peaked at $112K in Q2 2022. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.
- First Horizon Advisors held 282 shares of Evercore worth $76.1K as of Q2 2025.
- First Horizon Advisors sold 168 Evercore shares in Q2 2025, an estimated $37K.
- Evercore made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #809 holding.
- First Horizon Advisors first reported a position in Evercore in Q2 2013 and has held it in 37 quarters since.
- First Horizon Advisors's Evercore position peaked at $112K in Q2 2022.
- 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.