IP
EVR icon

Interval Partners’s Evercore EVR Stock Holding History

Interval 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
2025
Q4 		– Sell
-26,500
Closed -$8.94M – 383
2025
Q3 		$8.94M Buy
26,500
+18,400
+227% +$5.77M 0.19% 150
2025
Q2 		$2.19M Buy
8,100
+700
+9% +$154K 0.05% 279
2025
Q1 		$1.48M Buy
+7,400
New +$1.84M 0.05% 293
2024
Q3 		– Sell
-160
Closed -$3.33M – 393
2024
Q2 		$3.33M Buy
+160
New +$31.1K 0.1% 249
2023
Q4 		– Sell
-150
Closed -$2.07M – 334
2023
Q3 		$2.07M Sell
150
-9,850
-99% -$1.34M 0.08% 232
2023
Q2 		$1.24M Buy
+10,000
New +$1.15M 0.06% 224
2021
Q4 		– Sell
-10,000
Closed -$1.34M – 294
2021
Q3 		$1.34M Buy
+10,000
New +$1.36M 0.08% 251
2021
Q2 		– Sell
-10,000
Closed -$1.32M – 306
2021
Q1 		$1.32M Buy
+10,000
New +$1.22M 0.09% 213

Other funds holding EVR

BlackRock
BlackRock New York $5.7T 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