Havemeyer Place’s Evercore EVR Stock Holding History

Havemeyer Place’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	$1.02M	Sell	2,980 -436	-13%	-$149K	0.1%	308
2026 Q1	$1.02M	Buy	+3,416	New	+$1.12M	0.12%	310

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Havemeyer Place's EVR Position: Q2 2026 in Review

Havemeyer Place reduced its Evercore (EVR) stake by 13% in Q2 2026, selling an estimated $149K and leaving 2,980 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #308.

Havemeyer Place first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.02M in Q1 2026. 710 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Havemeyer Place held 2,980 shares of Evercore worth $1.02M as of Q2 2026.
Havemeyer Place sold 436 Evercore shares in Q2 2026, an estimated $149K.
Evercore made up 0.1% of Havemeyer Place's portfolio in Q2 2026, its #308 holding.
Havemeyer Place first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
Havemeyer Place's Evercore position peaked at $1.02M in Q1 2026.
710 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.