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LGT Financial Advisors’s Evercore EVR Stock Holding History

LGT Financial Advisors’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
-79
Closed -$21.9K – 441
2024
Q4 		$21.9K Hold
79
– – 0.05% 294
2024
Q3 		$20K Hold
79
– – 0.05% 281
2024
Q2 		$16.5K Hold
79
– – 0.03% 357
2024
Q1 		$15.2K Hold
79
– – 0.02% 416
2023
Q4 		$13.5K Hold
79
– – 0.02% 431
2023
Q3 		$10.9K Buy
+79
New +$10.7K 0.01% 463

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

LGT Financial Advisors's EVR Position: Q1 2025 in Review

LGT Financial Advisors sold out of Evercore (EVR) in Q1 2025, closing a stake of 79 shares — an estimated $21.9K sold.

LGT Financial Advisors first reported a position in EVR in Q3 2023 and held it in 6 quarters. The position peaked at $21.9K in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • LGT Financial Advisors reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 79 Evercore shares in Q1 2025, an estimated $21.9K.
  • LGT Financial Advisors first reported a position in Evercore in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Evercore position peaked at $21.9K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.