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Grandeur Peak Global Advisors’s Evercore EVR Stock Holding History

Grandeur Peak Global Advisors’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
2024
Q4 		– Sell
-22,291
Closed -$5.65M – 130
2024
Q3 		$5.65M Sell
22,291
-45,152
-67% -$10.7M 0.47% 59
2024
Q2 		$14.1M Sell
67,443
-6,299
-9% -$1.23M 1.12% 22
2024
Q1 		$14.2M Sell
73,742
-11,499
-13% -$2.08M 1.13% 26
2023
Q4 		$14.6M Sell
85,241
-11,898
-12% -$1.72M 1.03% 25
2023
Q3 		$13.4M Buy
97,139
+10,074
+12% +$1.37M 1.01% 22
2023
Q2 		$10.8M Buy
+87,065
New +$10M 0.73% 29

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Grandeur Peak Global Advisors's EVR Position: Q4 2024 in Review

Grandeur Peak Global Advisors sold out of Evercore (EVR) in Q4 2024, closing a stake of 22,291 shares — an estimated $5.65M sold.

Grandeur Peak Global Advisors first reported a position in EVR in Q2 2023 and held it in 6 quarters. The position peaked at $14.6M in Q4 2023. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Grandeur Peak Global Advisors reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Grandeur Peak Global Advisors sold 22,291 Evercore shares in Q4 2024, an estimated $5.65M.
  • Grandeur Peak Global Advisors first reported a position in Evercore in Q2 2023 and held it in 6 quarters.
  • Grandeur Peak Global Advisors's Evercore position peaked at $14.6M in Q4 2023.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Grandeur Peak Global Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.