FAM
EVR icon

Fred Alger Management’s Evercore EVR Stock Holding History

Fred Alger Management’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
Q1 		– Sell
-18,090
Closed -$5.01M – 436
2024
Q4 		$5.01M Buy
+18,090
New +$5.12M 0.02% 243
2017
Q2 		– Sell
-2,762
Closed -$215K – 556
2017
Q1 		$215K Buy
+2,762
New +$214K ﹤0.01% 382
2016
Q2 		– Sell
-59,324
Closed -$3.07M – 536
2016
Q1 		$3.07M Sell
59,324
-4,844
-8% -$231K 0.02% 298
2015
Q4 		$3.47M Sell
64,168
-27,932
-30% -$1.51M 0.02% 290
2015
Q3 		$4.63M Sell
92,100
-6,160
-6% -$337K 0.03% 277
2015
Q2 		$5.3M Sell
98,260
-30,362
-24% -$1.55M 0.02% 299
2015
Q1 		$6.64M Sell
128,622
-31,168
-20% -$1.58M 0.03% 310
2014
Q4 		$8.37M Sell
159,790
-151,228
-49% -$7.57M 0.04% 287
2014
Q3 		$14.6M Sell
311,018
-64,866
-17% -$3.36M 0.07% 202
2014
Q2 		$21.7M Buy
+375,884
New +$20.6M 0.11% 171

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fred Alger Management's EVR Position: Q1 2025 in Review

Fred Alger Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 18,090 shares — an estimated $5.01M sold.

Fred Alger Management first reported a position in EVR in Q2 2014 and held it in 10 quarters. The position peaked at $21.7M in Q2 2014. 552 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Fred Alger Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Fred Alger Management sold 18,090 Evercore shares in Q1 2025, an estimated $5.01M.
  • Fred Alger Management first reported a position in Evercore in Q2 2014 and held it in 10 quarters.
  • Fred Alger Management's Evercore position peaked at $21.7M in Q2 2014.
  • 552 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Fred Alger Management's 13F filing for Q1 2025, filed 16 May 2025.