Harvest Fund Management’s Evercore EVR Stock Holding History

Harvest Fund 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 Q1	–	Sell	-281	Closed	-$78K	–	723
2024 Q4	$78K	Sell	281 -11	-4%	-$3.12K	﹤0.01%	569
2024 Q3	$74K	Hold	292	–	–	﹤0.01%	429
2024 Q2	$61K	Sell	292 -1,148	-80%	-$223K	﹤0.01%	466
2024 Q1	$277K	Buy	1,440 +1,010	+235%	+$183K	0.02%	275
2023 Q4	$73K	Hold	430	–	–	0.01%	368
2023 Q3	$59K	Buy	+430	New	+$58.4K	0.01%	380
2023 Q2	–	Sell	-351	Closed	-$40K	–	695
2023 Q1	$40K	Hold	351	–	–	0.01%	504
2022 Q4	$38K	Hold	351	–	–	0.01%	510
2022 Q3	$29K	Hold	351	–	–	0.01%	500
2022 Q2	$33K	Hold	351	–	–	0.01%	471
2022 Q1	$39K	Hold	351	–	–	0.01%	486
2021 Q4	$47K	Hold	351	–	–	0.01%	468
2021 Q3	$46K	Hold	351	–	–	0.01%	428
2021 Q2	$49K	Hold	351	–	–	0.01%	430
2021 Q1	$46K	Buy	+351	New	+$42.9K	﹤0.01%	433
2018 Q4	–	Sell	-412	Closed	-$41K	–	369
2018 Q3	$41K	Hold	412	–	–	0.01%	381
2018 Q2	$43K	Buy	+412	New	+$42.5K	0.01%	208

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harvest Fund Management's EVR Position: Q1 2025 in Review

Harvest Fund Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 281 shares — an estimated $78K sold.

Harvest Fund Management first reported a position in EVR in Q2 2018 and held it in 17 quarters. The position peaked at $277K in Q1 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

Harvest Fund Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
Harvest Fund Management sold 281 Evercore shares in Q1 2025, an estimated $78K.
Harvest Fund Management first reported a position in Evercore in Q2 2018 and held it in 17 quarters.
Harvest Fund Management's Evercore position peaked at $277K in Q1 2024.
551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.