FDW
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Fourth Dimension Wealth’s Evercore EVR Stock Holding History

Fourth Dimension Wealth’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
-615
Closed -$123K – 614
2025
Q1 		$123K Buy
615
+358
+139% +$89.2K 0.06% 143
2024
Q4 		$71.2K Buy
+257
New +$72.8K 0.04% 185

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

Fourth Dimension Wealth's EVR Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Evercore (EVR) in Q2 2025, closing a stake of 615 shares — an estimated $123K sold.

Fourth Dimension Wealth first reported a position in EVR in Q4 2024 and held it in 2 quarters. The position peaked at $123K in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 615 Evercore shares in Q2 2025, an estimated $123K.
  • Fourth Dimension Wealth first reported a position in Evercore in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Evercore position peaked at $123K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.