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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return