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Headlands Technologies’s Evercore EVR Stock Holding History

Headlands Technologies’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
Q2 		– Sell
-1,533
Closed -$306K – 1288
2025
Q1 		$306K Buy
1,533
+101
+7% +$25.2K 0.03% 375
2024
Q4 		$397K Buy
+1,432
New +$406K 0.04% 385
2023
Q4 		– Sell
-210
Closed -$29K – 1046
2023
Q3 		$29K Buy
+210
New +$28.5K 0.01% 534
2023
Q2 		– Sell
-49
Closed -$5.65K – 850
2023
Q1 		$5.65K Buy
+49
New +$6.09K ﹤0.01% 372

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Headlands Technologies's EVR Position: Q2 2025 in Review

Headlands Technologies sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,533 shares — an estimated $306K sold.

Headlands Technologies first reported a position in EVR in Q1 2023 and held it in 4 quarters. The position peaked at $397K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Headlands Technologies reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Headlands Technologies sold 1,533 Evercore shares in Q2 2025, an estimated $306K.
  • Headlands Technologies first reported a position in Evercore in Q1 2023 and held it in 4 quarters.
  • Headlands Technologies's Evercore position peaked at $397K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Headlands Technologies's 13F filing for Q2 2025, filed 14 Aug 2025.