Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s Evercore EVR Stock Holding History

Hotchkis & Wiley Capital 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 		– Sell
-29,970
Closed -$8.09M – 484
2025
Q2 		$8.09M Buy
+29,970
New +$6.59M 0.03% 309
2024
Q3 		– Sell
-54,205
Closed -$11.3M – 505
2024
Q2 		$11.3M Sell
54,205
-89,320
-62% -$17.4M 0.04% 212
2024
Q1 		$27.6M Sell
143,525
-227,970
-61% -$41.2M 0.09% 115
2023
Q4 		$63.5M Sell
371,495
-223,878
-38% -$32.4M 0.23% 83
2023
Q3 		$82.1M Sell
595,373
-327,772
-36% -$44.5M 0.31% 71
2023
Q2 		$114M Buy
923,145
+374,285
+68% +$43.1M 0.42% 60
2023
Q1 		$63.3M Sell
548,860
-371,100
-40% -$46.1M 0.24% 81
2022
Q4 		$100M Sell
919,960
-7,950
-0.9% -$830K 0.39% 65
2022
Q3 		$76.3M Buy
927,910
+103,940
+13% +$9.83M 0.33% 68
2022
Q2 		$77.1M Buy
823,970
+171,430
+26% +$18.3M 0.31% 70
2022
Q1 		$72.6M Buy
652,540
+337,363
+107% +$41.5M 0.23% 79
2021
Q4 		$42.8M Sell
315,177
-113,580
-26% -$16.6M 0.13% 96
2021
Q3 		$57.3M Sell
428,757
-980
-0.2% -$133K 0.18% 85
2021
Q2 		$60.5M Sell
429,737
-127,020
-23% -$17.8M 0.18% 84
2021
Q1 		$73.3M Sell
556,757
-199,173
-26% -$24.3M 0.22% 77
2020
Q4 		$82.9M Sell
755,930
-488,640
-39% -$43.5M 0.29% 67
2020
Q3 		$81.5M Sell
1,244,570
-448,750
-27% -$27.2M 0.37% 62
2020
Q2 		$99.8M Sell
1,693,320
-242,750
-13% -$13.2M 0.46% 56
2020
Q1 		$89.2M Buy
1,936,070
+778,270
+67% +$52.1M 0.5% 52
2019
Q4 		$86.6M Buy
1,157,800
+794,360
+219% +$60.5M 0.3% 71
2019
Q3 		$29.1M Buy
+363,440
New +$30.1M 0.12% 108

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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

Hotchkis & Wiley Capital Management's EVR Position: Q3 2025 in Review

Hotchkis & Wiley Capital Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 29,970 shares — an estimated $8.09M sold.

Hotchkis & Wiley Capital Management first reported a position in EVR in Q3 2019 and held it in 21 quarters. The position peaked at $114M in Q2 2023. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Hotchkis & Wiley Capital Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 29,970 Evercore shares in Q3 2025, an estimated $8.09M.
  • Hotchkis & Wiley Capital Management first reported a position in Evercore in Q3 2019 and held it in 21 quarters.
  • Hotchkis & Wiley Capital Management's Evercore position peaked at $114M in Q2 2023.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.