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FORA Capital’s Evercore EVR Stock Holding History

FORA Capital’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
Q2 		– Sell
-4,037
Closed -$806K – 565
2025
Q1 		$806K Buy
+4,037
New +$1.01M 0.08% 267
2023
Q3 		– Sell
-2,043
Closed -$252K – 501
2023
Q2 		$252K Sell
2,043
-1,665
-45% -$192K 0.04% 297
2023
Q1 		$428K Buy
+3,708
New +$461K 0.04% 381
2021
Q2 		– Sell
-2,889
Closed -$381K – 953
2021
Q1 		$381K Buy
2,889
+1,666
+136% +$203K 0.13% 190
2020
Q4 		$134K Buy
+1,223
New +$109K 0.02% 592
2020
Q3 		– Sell
-1,292
Closed -$76K – 747
2020
Q2 		$76K Buy
+1,292
New +$70.3K 0.03% 560

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's EVR Position: Q2 2025 in Review

FORA Capital sold out of Evercore (EVR) in Q2 2025, closing a stake of 4,037 shares — an estimated $806K sold.

FORA Capital first reported a position in EVR in Q2 2020 and held it in 6 quarters. The position peaked at $806K in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • FORA Capital reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • FORA Capital sold 4,037 Evercore shares in Q2 2025, an estimated $806K.
  • FORA Capital first reported a position in Evercore in Q2 2020 and held it in 6 quarters.
  • FORA Capital's Evercore position peaked at $806K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.