Global Financial Private Client’s Evercore EVR Stock Holding History

Global Financial Private Client’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	-51	Closed	-$10.2K	–	663
2025 Q1	$10.2K	Buy	51 +4	+9%	+$997	﹤0.01%	571
2024 Q4	$13K	Buy	47 +3	+7%	+$850	﹤0.01%	500
2024 Q3	$11.1K	Hold	44	–	–	﹤0.01%	535
2024 Q2	$9.17K	Hold	44	–	–	﹤0.01%	454
2024 Q1	$8.33K	Hold	44	–	–	﹤0.01%	480
2023 Q4	$7.53K	Hold	44	–	–	﹤0.01%	487
2023 Q3	$5.91K	Hold	44	–	–	﹤0.01%	489
2023 Q2	$5.48K	Hold	44	–	–	﹤0.01%	496
2023 Q1	$5.08K	Hold	44	–	–	﹤0.01%	507
2022 Q4	$4.8K	Hold	44	–	–	﹤0.01%	492
2022 Q3	$3.73K	Hold	44	–	–	﹤0.01%	490
2022 Q2	$4.14K	Hold	44	–	–	﹤0.01%	467
2022 Q1	$4.92K	Hold	44	–	–	﹤0.01%	468
2021 Q4	$5.98K	Hold	44	–	–	﹤0.01%	440
2021 Q3	$6.08K	Hold	44	–	–	﹤0.01%	388
2021 Q2	$6.25K	Hold	44	–	–	﹤0.01%	394
2021 Q1	$5.98K	Hold	44	–	–	﹤0.01%	345
2020 Q4	$4.82K	Hold	44	–	–	﹤0.01%	354
2020 Q3	$2.91K	Hold	44	–	–	﹤0.01%	370
2020 Q2	$2.47K	Buy	44 +20	+83%	+$1.09K	﹤0.01%	427
2020 Q1	$1.09K	Hold	24	–	–	﹤0.01%	487
2019 Q4	$1.79K	Buy	+24	New	+$1.83K	﹤0.01%	489

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Financial Private Client's EVR Position: Q2 2025 in Review

Global Financial Private Client sold out of Evercore (EVR) in Q2 2025, closing a stake of 51 shares — an estimated $10.2K sold.

Global Financial Private Client first reported a position in EVR in Q4 2019 and held it in 22 quarters. The position peaked at $13K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Global Financial Private Client reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 51 Evercore shares in Q2 2025, an estimated $10.2K.
Global Financial Private Client first reported a position in Evercore in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Evercore position peaked at $13K in Q4 2024.
565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.