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Hemington Wealth Management’s Evercore EVR Stock Holding History

Hemington Wealth 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
Q3 		$19K Buy
58
+7
+14% +$2.19K ﹤0.01% 642
2025
Q2 		$13K Buy
51
+7
+16% +$1.54K ﹤0.01% 757
2025
Q1 		$8K Buy
44
+2
+5% +$498 ﹤0.01% 881
2024
Q4 		$11K Buy
42
+18
+75% +$5.1K ﹤0.01% 732
2024
Q3 		$6K Buy
+24
New +$5.71K ﹤0.01% 869

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

Hemington Wealth Management's EVR Position: Q3 2025 in Review

Hemington Wealth Management increased its Evercore (EVR) stake by 14% in Q3 2025, buying an estimated $2.19K and bringing the position to 58 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Hemington Wealth Management first reported a position in EVR in Q3 2024 and has held it in 5 quarters since. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Hemington Wealth Management held 58 shares of Evercore worth $19K as of Q3 2025.
  • Hemington Wealth Management bought 7 Evercore shares in Q3 2025, an estimated $2.19K.
  • Evercore made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #642 holding.
  • Hemington Wealth Management first reported a position in Evercore in Q3 2024 and has held it in 5 quarters since.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.