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Hanlon Investment Management’s Evercore EVR Stock Holding History

Hanlon Investment 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
2026
Q2 		– Sell
-1,674
Closed -$500K – 225
2026
Q1 		$500K Sell
1,674
-34
-2% -$11.1K 0.28% 124
2025
Q4 		$581K Sell
1,708
-112
-6% -$36K 0.32% 105
2025
Q3 		$614K Buy
+1,820
New +$570K 0.37% 93
2025
Q2 		– Sell
-4,893
Closed -$977K – 170
2025
Q1 		$977K Sell
4,893
-502
-9% -$125K 0.74% 41
2024
Q4 		$1.5M Buy
5,395
+53
+1% +$15K 0.41% 43
2024
Q3 		$1.35M Buy
5,342
+2,990
+127% +$712K 0.38% 50
2024
Q2 		$490K Buy
2,352
+214
+10% +$41.6K 0.15% 92
2024
Q1 		$412K Buy
+2,138
New +$387K 0.13% 98

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Hanlon Investment Management's EVR Position: Q2 2026 in Review

Hanlon Investment Management sold out of Evercore (EVR) in Q2 2026, closing a stake of 1,674 shares — an estimated $500K sold.

Hanlon Investment Management first reported a position in EVR in Q1 2024 and held it in 8 quarters. The position peaked at $1.5M in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Hanlon Investment Management reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Hanlon Investment Management sold 1,674 Evercore shares in Q2 2026, an estimated $500K.
  • Hanlon Investment Management first reported a position in Evercore in Q1 2024 and held it in 8 quarters.
  • Hanlon Investment Management's Evercore position peaked at $1.5M in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.