James Investment Research’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.8M | Sell |
8,188
-9
| -0.1% | -$3.08K | 0.28% | 85 |
|
|
2026
Q1 | $2.45M | Buy |
8,197
+13
| +0.2% | +$4.26K | 0.27% | 91 |
|
|
2025
Q4 | $2.78M | Hold |
8,184
| – | – | 0.3% | 78 |
|
|
2025
Q3 | $2.76M | Buy |
8,184
+1,411
| +21% | +$442K | 0.3% | 81 |
|
|
2025
Q2 | $1.83M | Hold |
6,773
| – | – | 0.22% | 107 |
|
|
2025
Q1 | $1.35M | Hold |
6,773
| – | – | 0.17% | 123 |
|
|
2024
Q4 | $1.88M | Sell |
6,773
-1
| -0% | -$283 | 0.22% | 103 |
|
|
2024
Q3 | $1.72M | Hold |
6,774
| – | – | 0.2% | 114 |
|
|
2024
Q2 | $1.41M | Sell |
6,774
-3
| -0% | -$584 | 0.17% | 123 |
|
|
2024
Q1 | $1.31M | Buy |
6,777
+3
| +0% | +$543 | 0.16% | 127 |
|
|
2023
Q4 | $1.16M | Hold |
6,774
| – | – | 0.15% | 140 |
|
|
2023
Q3 | $934K | Hold |
6,774
| – | – | 0.12% | 145 |
|
|
2023
Q2 | $837K | Hold |
6,774
| – | – | 0.11% | 144 |
|
|
2023
Q1 | $782K | Sell |
6,774
-820
| -11% | -$102K | 0.1% | 148 |
|
|
2022
Q4 | $828K | Hold |
7,594
| – | – | 0.12% | 137 |
|
|
2022
Q3 | $625K | Hold |
7,594
| – | – | 0.09% | 160 |
|
|
2022
Q2 | $711K | Buy |
7,594
+25
| +0.3% | +$2.66K | 0.1% | 147 |
|
|
2022
Q1 | $843K | Sell |
7,569
-1,281
| -14% | -$158K | 0.09% | 160 |
|
|
2021
Q4 | $1.2M | Sell |
8,850
-1,500
| -14% | -$219K | 0.11% | 151 |
|
|
2021
Q3 | $1.38M | Hold |
10,350
| – | – | 0.13% | 133 |
|
|
2021
Q2 | $1.46M | Sell |
10,350
-3,170
| -23% | -$443K | 0.12% | 136 |
|
|
2021
Q1 | $1.78M | Hold |
13,520
| – | – | 0.16% | 127 |
|
|
2020
Q4 | $1.48M | Hold |
13,520
| – | – | 0.13% | 139 |
|
|
2020
Q3 | $885K | Buy |
13,520
+7,960
| +143% | +$483K | 0.08% | 168 |
|
|
2020
Q2 | $328K | Buy |
5,560
+3,510
| +171% | +$191K | 0.03% | 223 |
|
|
2020
Q1 | $94K | Sell |
2,050
-1,320
| -39% | -$88.4K | 0.01% | 266 |
|
|
2019
Q4 | $252K | Sell |
3,370
-1,100
| -25% | -$83.8K | 0.02% | 272 |
|
|
2019
Q3 | $358K | Sell |
4,470
-2,455
| -35% | -$203K | 0.03% | 251 |
|
|
2019
Q2 | $613K | Sell |
6,925
-6,252
| -47% | -$556K | 0.04% | 219 |
|
|
2019
Q1 | $1.2M | Buy |
13,177
+5,355
| +68% | +$470K | 0.08% | 183 |
|
|
2018
Q4 | $560K | Sell |
7,822
-23,025
| -75% | -$1.89M | 0.03% | 450 |
|
|
2018
Q3 | $3.1M | Buy |
30,847
+3,892
| +14% | +$419K | 0.13% | 154 |
|
|
2018
Q2 | $2.84M | Sell |
26,955
-965
| -3% | -$99.5K | 0.11% | 189 |
|
|
2018
Q1 | $2.44M | Buy |
27,920
+3,285
| +13% | +$309K | 0.09% | 216 |
|
|
2017
Q4 | $2.22M | Buy |
24,635
+1,100
| +5% | +$91.7K | 0.08% | 240 |
|
|
2017
Q3 | $1.89M | Buy |
23,535
+5,500
| +30% | +$414K | 0.06% | 271 |
|
|
2017
Q2 | $1.27M | Buy |
18,035
+16,285
| +931% | +$1.18M | 0.04% | 343 |
|
|
2017
Q1 | $136K | Buy |
+1,750
| New | +$136K | ﹤0.01% | 464 |
|
Other funds holding EVR
James Investment Research's EVR Position: Q2 2026 in Review
James Investment Research reduced its Evercore (EVR) stake by 0.11% in Q2 2026, selling an estimated $3.08K and leaving 8,188 shares worth $2.8M. The position accounts for 0.28% of the portfolio, ranked #85.
James Investment Research first reported a position in EVR in Q1 2017 and has held it in 38 quarters since. The position peaked at $3.1M in Q3 2018. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- James Investment Research held 8,188 shares of Evercore worth $2.8M as of Q2 2026.
- James Investment Research sold 9 Evercore shares in Q2 2026, an estimated $3.08K.
- Evercore made up 0.28% of James Investment Research's portfolio in Q2 2026, its #85 holding.
- James Investment Research first reported a position in Evercore in Q1 2017 and has held it in 38 quarters since.
- James Investment Research's Evercore position peaked at $3.1M in Q3 2018.
- 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.