HWM
EVR icon

Hohimer Wealth Management’s Evercore EVR Stock Holding History

Hohimer 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
2026
Q1 		– Sell
-623
Closed -$212K – 394
2025
Q4 		$212K Buy
623
+1
+0.2% +$321 0.03% 285
2025
Q3 		$210K Buy
+622
New +$195K 0.03% 331
2024
Q3 		– Sell
-6,761
Closed -$1.41M – 239
2024
Q2 		$1.41M Sell
6,761
-114
-2% -$22.2K 0.33% 84
2024
Q1 		$1.32M Buy
6,875
+25
+0.4% +$4.52K 0.31% 89
2023
Q4 		$1.17M Buy
6,850
+121
+2% +$17.5K 0.3% 96
2023
Q3 		$928K Hold
6,729
– – 0.27% 103
2023
Q2 		$832K Sell
6,729
-304
-4% -$35K 0.23% 118
2023
Q1 		$811K Buy
7,033
+3,503
+99% +$435K 0.24% 113
2022
Q4 		$385K Sell
3,530
-4,795
-58% -$500K 0.12% 129
2022
Q3 		$685K Sell
8,325
-18
-0.2% -$1.7K 0.22% 119
2022
Q2 		$781K Sell
8,343
-4,513
-35% -$481K 0.23% 124
2022
Q1 		$1.43M Buy
12,856
+761
+6% +$93.6K 0.28% 103
2021
Q4 		$1.64M Sell
12,095
-1,892
-14% -$276K 0.35% 91
2021
Q3 		$1.87M Sell
13,987
-216
-2% -$29.4K 0.39% 88
2021
Q2 		$2M Sell
14,203
-9,304
-40% -$1.3M 0.41% 88
2021
Q1 		$3.1M Buy
23,507
+3,667
+18% +$448K 0.75% 43
2020
Q4 		$2.17M Sell
19,840
-31
-0.2% -$2.76K 0.58% 64
2020
Q3 		$1.54M Sell
19,871
-2
-0% -$121 0.44% 77
2020
Q2 		$1.17M Sell
19,873
-397
-2% -$21.6K 0.4% 89
2020
Q1 		$1.03M Buy
20,270
+9,679
+91% +$648K 0.44% 98
2019
Q4 		$792K Buy
+10,591
New +$807K 0.28% 137

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hohimer Wealth Management's EVR Position: Q1 2026 in Review

Hohimer Wealth Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 623 shares — an estimated $212K sold.

Hohimer Wealth Management first reported a position in EVR in Q4 2019 and held it in 21 quarters. The position peaked at $3.1M in Q1 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Hohimer Wealth Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 623 Evercore shares in Q1 2026, an estimated $212K.
  • Hohimer Wealth Management first reported a position in Evercore in Q4 2019 and held it in 21 quarters.
  • Hohimer Wealth Management's Evercore position peaked at $3.1M in Q1 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.