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Harvest Investment Services’s Evercore EVR Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-1,047
Closed -$353K – 343
2025
Q3 		$353K Buy
+1,047
New +$328K 0.07% 233
2025
Q1 		– Sell
-2,645
Closed -$733K – 299
2024
Q4 		$733K Buy
+2,645
New +$749K 0.18% 137

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harvest Investment Services's EVR Position: Q4 2025 in Review

Harvest Investment Services sold out of Evercore (EVR) in Q4 2025, closing a stake of 1,047 shares — an estimated $353K sold.

Harvest Investment Services first reported a position in EVR in Q4 2024 and held it in 2 quarters. The position peaked at $733K in Q4 2024. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Harvest Investment Services reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Harvest Investment Services sold 1,047 Evercore shares in Q4 2025, an estimated $353K.
  • Harvest Investment Services first reported a position in Evercore in Q4 2024 and held it in 2 quarters.
  • Harvest Investment Services's Evercore position peaked at $733K in Q4 2024.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Harvest Investment Services's 13F filing for Q4 2025, filed 17 Feb 2026.