LCG
EVR icon

Lisanti Capital Growth’s Evercore EVR Stock Holding History

Lisanti Capital Growth’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
-15,220
Closed -$4.22M – 127
2024
Q4 		$4.22M Buy
15,220
+6,455
+74% +$1.83M 1.01% 41
2024
Q3 		$2.22M Buy
+8,765
New +$2.09M 0.56% 75
2018
Q3 		– Sell
-6,240
Closed -$658K – 134
2018
Q2 		$658K Buy
+6,240
New +$644K 0.25% 114

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

Lisanti Capital Growth's EVR Position: Q1 2025 in Review

Lisanti Capital Growth sold out of Evercore (EVR) in Q1 2025, closing a stake of 15,220 shares — an estimated $4.22M sold.

Lisanti Capital Growth first reported a position in EVR in Q2 2018 and held it in 3 quarters. The position peaked at $4.22M in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Lisanti Capital Growth reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Lisanti Capital Growth sold 15,220 Evercore shares in Q1 2025, an estimated $4.22M.
  • Lisanti Capital Growth first reported a position in Evercore in Q2 2018 and held it in 3 quarters.
  • Lisanti Capital Growth's Evercore position peaked at $4.22M in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Lisanti Capital Growth's 13F filing for Q1 2025, filed 25 Apr 2025.