GCM
EVR icon

Graham Capital Management’s Evercore EVR Stock Holding History

Graham Capital 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
Q2 		– Sell
-1,033
Closed -$206K – 1378
2025
Q1 		$206K Buy
+1,033
New +$257K ﹤0.01% 1127
2023
Q2 		– Sell
-2,955
Closed -$341K – 1062
2023
Q1 		$341K Buy
+2,955
New +$367K 0.01% 856
2022
Q2 		– Sell
-1,884
Closed -$209K – 1076
2022
Q1 		$209K Sell
1,884
-295
-14% -$36.3K 0.01% 821
2021
Q4 		$296K Buy
+2,179
New +$318K 0.01% 330

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

Graham Capital Management's EVR Position: Q2 2025 in Review

Graham Capital Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,033 shares — an estimated $206K sold.

Graham Capital Management first reported a position in EVR in Q4 2021 and held it in 4 quarters. The position peaked at $341K in Q1 2023. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Graham Capital Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Graham Capital Management sold 1,033 Evercore shares in Q2 2025, an estimated $206K.
  • Graham Capital Management first reported a position in Evercore in Q4 2021 and held it in 4 quarters.
  • Graham Capital Management's Evercore position peaked at $341K in Q1 2023.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Graham Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.