KI
EVR icon

Kapitalo Investimentos’s Evercore EVR Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-159
Closed -$44.1K – 172
2024
Q4 		$44.1K Buy
+159
New +$45K 0.03% 226
2024
Q1 		– Sell
-1,126
Closed -$193K – 360
2023
Q4 		$193K Sell
1,126
-465
-29% -$67.3K 0.04% 281
2023
Q3 		$219K Buy
+1,591
New +$216K 0.03% 268
2023
Q2 		– Sell
-1,750
Closed -$202K – 553
2023
Q1 		$202K Buy
+1,750
New +$218K 0.07% 162

Other funds holding EVR

Vanguard Group
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kapitalo Investimentos's EVR Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Evercore (EVR) in Q1 2025, closing a stake of 159 shares — an estimated $44.1K sold.

Kapitalo Investimentos first reported a position in EVR in Q1 2023 and held it in 4 quarters. The position peaked at $219K in Q3 2023. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 159 Evercore shares in Q1 2025, an estimated $44.1K.
  • Kapitalo Investimentos first reported a position in Evercore in Q1 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Evercore position peaked at $219K in Q3 2023.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.