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Harbor Capital Advisors’s Evercore EVR Stock Holding History

Harbor Capital 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
2025
Q3 		– Sell
-3,556
Closed -$960K – 1388
2025
Q2 		$960K Buy
+3,556
New +$782K 0.04% 441
2025
Q1 		– Sell
-631
Closed -$175K – 1452
2024
Q4 		$175K Sell
631
-86
-12% -$24.4K 0.01% 681
2024
Q3 		$182K Sell
717
-940
-57% -$224K 0.01% 681
2024
Q2 		$345K Sell
1,657
-138
-8% -$26.9K 0.03% 588
2024
Q1 		$346K Sell
1,795
-13,617
-88% -$2.46M 0.05% 487
2023
Q4 		$2.64M Sell
15,412
-1,947
-11% -$282K 0.51% 40
2023
Q3 		$2.39M Sell
17,359
-3,307
-16% -$449K 0.51% 39
2023
Q2 		$2.55M Buy
+20,666
New +$2.38M 0.51% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harbor Capital Advisors's EVR Position: Q3 2025 in Review

Harbor Capital Advisors sold out of Evercore (EVR) in Q3 2025, closing a stake of 3,556 shares — an estimated $960K sold.

Harbor Capital Advisors first reported a position in EVR in Q2 2023 and held it in 8 quarters. The position peaked at $2.64M in Q4 2023. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Harbor Capital Advisors reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Harbor Capital Advisors sold 3,556 Evercore shares in Q3 2025, an estimated $960K.
  • Harbor Capital Advisors first reported a position in Evercore in Q2 2023 and held it in 8 quarters.
  • Harbor Capital Advisors's Evercore position peaked at $2.64M in Q4 2023.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Harbor Capital Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.