Itau Unibanco Holding S.A.’s Evercore EVR Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-7,500	Closed	-$1.5M	–	398
2025 Q1	$1.5M	Buy	7,500 +5,300	+241%	+$1.32M	0.06%	120
2024 Q4	$611K	Buy	+2,200	New	+$623K	0.02%	140
2022 Q4	–	Sell	-2,447	Closed	-$201K	–	550
2022 Q3	$201K	Buy	+2,447	New	+$231K	0.01%	226
2020 Q2	–	Sell	-1,080	Closed	-$50K	–	247
2020 Q1	$50K	Sell	1,080 -150	-12%	-$10K	﹤0.01%	264
2019 Q4	$92K	Buy	+1,230	New	+$93.7K	﹤0.01%	537
2019 Q3	–	Sell	-4,855	Closed	-$430K	–	430
2019 Q2	$430K	Buy	4,855 +4,270	+730%	+$380K	0.02%	338
2019 Q1	$41K	Hold	585	–	–	﹤0.01%	542
2018 Q4	$41K	Sell	585 -821	-58%	-$67.4K	﹤0.01%	542
2018 Q3	$141K	Sell	1,406 -345	-20%	-$37.2K	0.01%	391
2018 Q2	$185K	Buy	+1,751	New	+$181K	0.02%	325
2017 Q2	–	Sell	-104	Closed	-$8K	–	695
2017 Q1	$8K	Buy	104 +34	+49%	+$2.64K	﹤0.01%	581
2016 Q4	$5K	Buy	+70	New	+$4.3K	﹤0.01%	356

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Itau Unibanco Holding S.A.'s EVR Position: Q2 2025 in Review

Itau Unibanco Holding S.A. sold out of Evercore (EVR) in Q2 2025, closing a stake of 7,500 shares — an estimated $1.5M sold.

Itau Unibanco Holding S.A. first reported a position in EVR in Q4 2016 and held it in 12 quarters. The position peaked at $1.5M in Q1 2025. 566 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Itau Unibanco Holding S.A. reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 7,500 Evercore shares in Q2 2025, an estimated $1.5M.
Itau Unibanco Holding S.A. first reported a position in Evercore in Q4 2016 and held it in 12 quarters.
Itau Unibanco Holding S.A.'s Evercore position peaked at $1.5M in Q1 2025.
566 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2025, filed 8 Aug 2025.