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Kettle Hill Capital Management’s Evercore EVR Stock Holding History

Kettle Hill Capital Management’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
-66,047
Closed -$22.3M – 45
2025
Q3 		$22.3M Buy
66,047
+596
+0.9% +$187K 5.01% 6
2025
Q2 		$17.7M Buy
+65,451
New +$14.4M 4.09% 9
2025
Q1 		– Sell
-41,601
Closed -$11.5M – 46
2024
Q4 		$11.5M Buy
+41,601
New +$11.8M 2.5% 18
2023
Q3 		– Sell
-108,962
Closed -$13.5M – 42
2023
Q2 		$13.5M Sell
108,962
-60,513
-36% -$6.96M 2.67% 18
2023
Q1 		$19.6M Sell
169,475
-70,766
-29% -$8.8M 4.5% 3
2022
Q4 		$26.2M Buy
240,241
+170,162
+243% +$17.8M 5.16% 5
2022
Q3 		$5.76M Buy
70,079
+38,825
+124% +$3.67M 1.36% 25
2022
Q2 		$2.93M Buy
+31,254
New +$3.33M 0.74% 34
2020
Q4 		– Sell
-44,270
Closed -$2.9M – 45
2020
Q3 		$2.9M Sell
44,270
-190,423
-81% -$11.6M 0.69% 42
2020
Q2 		$13.8M Buy
234,693
+96,095
+69% +$5.23M 3.56% 10
2020
Q1 		$6.38M Buy
+138,598
New +$9.28M 2.17% 14
2019
Q1 		– Sell
-11,769
Closed -$842K – 28
2018
Q4 		$842K Buy
+11,769
New +$966K 0.25% 35

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kettle Hill Capital Management's EVR Position: Q4 2025 in Review

Kettle Hill Capital Management sold out of Evercore (EVR) in Q4 2025, closing a stake of 66,047 shares — an estimated $22.3M sold.

Kettle Hill Capital Management first reported a position in EVR in Q4 2018 and held it in 12 quarters. The position peaked at $26.2M in Q4 2022. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Kettle Hill Capital Management reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Kettle Hill Capital Management sold 66,047 Evercore shares in Q4 2025, an estimated $22.3M.
  • Kettle Hill Capital Management first reported a position in Evercore in Q4 2018 and held it in 12 quarters.
  • Kettle Hill Capital Management's Evercore position peaked at $26.2M in Q4 2022.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Kettle Hill Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.