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Hudson Edge Investment Partners’s Evercore EVR Stock Holding History

Hudson Edge Investment Partners’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 		$686K Buy
2,008
+667
+50% +$228K 0.09% 87
2026
Q1 		$400K Sell
1,341
-1,416
-51% -$464K 0.06% 92
2025
Q4 		$938K Sell
2,757
-407
-13% -$131K 0.14% 65
2025
Q3 		$1.07M Sell
3,164
-198
-6% -$62K 0.17% 61
2025
Q2 		$908K Buy
3,362
+206
+7% +$45.3K 0.16% 66
2025
Q1 		$630K Sell
3,156
-69
-2% -$17.2K 0.13% 77
2024
Q4 		$894K Buy
3,225
+150
+5% +$42.5K 0.16% 71
2024
Q3 		$779K Sell
3,075
-653
-18% -$155K 0.14% 72
2024
Q2 		$777K Sell
3,728
-458
-11% -$89.1K 0.15% 70
2024
Q1 		$806K Hold
4,186
– – 0.16% 68
2023
Q4 		$716K Sell
4,186
-140
-3% -$20.3K 0.17% 67
2023
Q3 		$596K Sell
4,326
-10
-0.2% -$1.36K 0.19% 67
2023
Q2 		$536K Sell
4,336
-825
-16% -$94.9K 0.17% 80
2023
Q1 		$595K Sell
5,161
-50
-1% -$6.21K 0.18% 85
2022
Q4 		$568K Sell
5,211
-41
-0.8% -$4.28K 0.19% 92
2022
Q3 		$432K Sell
5,252
-201
-4% -$19K 0.16% 116
2022
Q2 		$510K Sell
5,453
-107
-2% -$11.4K 0.19% 104
2022
Q1 		$619K Buy
5,560
+1,369
+33% +$168K 0.19% 101
2021
Q4 		$569K Sell
4,191
-986
-19% -$144K 0.18% 112
2021
Q3 		$692K Hold
5,177
– – 0.23% 97
2021
Q2 		$729K Sell
5,177
-728
-12% -$102K 0.23% 101
2021
Q1 		$778K Sell
5,905
-465
-7% -$56.8K 0.26% 76
2020
Q4 		$698K Sell
6,370
-2,012
-24% -$179K 0.25% 77
2020
Q3 		$549K Sell
8,382
-103
-1% -$6.25K 0.22% 92
2020
Q2 		$500K Sell
8,485
-174
-2% -$9.46K 0.16% 86
2020
Q1 		$399K Buy
8,659
+251
+3% +$16.8K 0.15% 89
2019
Q4 		$629K Buy
8,408
+1,746
+26% +$133K 0.17% 97
2019
Q3 		$534K Buy
6,662
+1,670
+33% +$138K 0.15% 87
2019
Q2 		$442K Buy
4,992
+456
+10% +$40.6K 0.13% 102
2019
Q1 		$413K Sell
4,536
-2,243
-33% -$197K 0.12% 87
2018
Q4 		$485K Sell
6,779
-122
-2% -$10K 0.15% 91
2018
Q3 		$694K Sell
6,901
-213
-3% -$23K 0.12% 73
2018
Q2 		$750K Buy
7,114
+987
+16% +$102K 0.14% 70
2018
Q1 		$534K Sell
6,127
-1,339
-18% -$126K 0.08% 85
2017
Q4 		$672K Sell
7,466
-1,328
-15% -$111K 0.09% 71
2017
Q3 		$706K Sell
8,794
-2,025
-19% -$152K 0.1% 66
2017
Q2 		$763K Sell
10,819
-430
-4% -$31.3K 0.11% 64
2017
Q1 		$876K Sell
11,249
-39
-0.3% -$3.03K 0.12% 60
2016
Q4 		$775K Sell
11,288
-1,775
-14% -$109K 0.11% 65
2016
Q3 		$673K Sell
13,063
-40
-0.3% -$2.01K 0.1% 66
2016
Q2 		$579K Buy
13,103
+2,887
+28% +$144K 0.09% 71
2016
Q1 		$529K Buy
10,216
+5,551
+119% +$265K 0.05% 131
2015
Q4 		$252K Buy
+4,665
New +$252K 0.02% 137

Other funds holding EVR

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Hudson Edge Investment Partners's EVR Position: Q2 2026 in Review

Hudson Edge Investment Partners increased its Evercore (EVR) stake by 50% in Q2 2026, buying an estimated $228K and bringing the position to 2,008 shares worth $686K. The position accounts for 0.09% of the portfolio, ranked #87.

Hudson Edge Investment Partners first reported a position in EVR in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.07M in Q3 2025. 243 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Hudson Edge Investment Partners held 2,008 shares of Evercore worth $686K as of Q2 2026.
  • Hudson Edge Investment Partners bought 667 Evercore shares in Q2 2026, an estimated $228K.
  • Evercore made up 0.09% of Hudson Edge Investment Partners's portfolio in Q2 2026, its #87 holding.
  • Hudson Edge Investment Partners first reported a position in Evercore in Q4 2015 and has held it in 43 quarters since.
  • Hudson Edge Investment Partners's Evercore position peaked at $1.07M in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.