Keyvantage Wealth’s Evercore EVR Stock Holding History

Keyvantage Wealth’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	-956	Closed	-$265K	–	97
2024 Q4	$265K	Buy	+956	New	+$271K	0.19%	77

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Keyvantage Wealth's EVR Position: Q1 2025 in Review

Keyvantage Wealth sold out of Evercore (EVR) in Q1 2025, closing a stake of 956 shares — an estimated $265K sold.

Keyvantage Wealth first reported a position in EVR in Q4 2024 and held it in 1 quarter. The position peaked at $265K in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

Keyvantage Wealth reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
Keyvantage Wealth sold 956 Evercore shares in Q1 2025, an estimated $265K.
Keyvantage Wealth first reported a position in Evercore in Q4 2024 and held it in 1 quarter.
Keyvantage Wealth's Evercore position peaked at $265K in Q4 2024.
551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Keyvantage Wealth's 13F filing for Q1 2025, filed 7 May 2025.