Mackenzie Financial’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.48M | Buy |
+5,731
| New | +$1.74M | ﹤0.01% | 1119 |
|
|
2025
Q3 | – | Sell |
-4,478
| Closed | -$1.21M | – | 1750 |
|
|
2025
Q2 | $1.21M | Hold |
4,478
| – | – | ﹤0.01% | 963 |
|
|
2025
Q1 | $894K | Buy |
+4,478
| New | +$1.12M | ﹤0.01% | 1012 |
|
|
2024
Q4 | – | Sell |
-4,761
| Closed | -$1.21M | – | 1727 |
|
|
2024
Q3 | $1.21M | Buy |
+4,761
| New | +$1.13M | ﹤0.01% | 834 |
|
|
2024
Q2 | – | Sell |
-4,379
| Closed | -$843K | – | 1565 |
|
|
2024
Q1 | $843K | Sell |
4,379
-1,539
| -26% | -$278K | ﹤0.01% | 915 |
|
|
2023
Q4 | $1.01M | Buy |
5,918
+644
| +12% | +$93.2K | ﹤0.01% | 867 |
|
|
2023
Q3 | $692K | Sell |
5,274
-47,776
| -90% | -$6.49M | ﹤0.01% | 920 |
|
|
2023
Q2 | $6.6M | Sell |
53,050
-5,130
| -9% | -$590K | 0.01% | 505 |
|
|
2023
Q1 | $6.71M | Buy |
58,180
+6,382
| +12% | +$793K | 0.01% | 496 |
|
|
2022
Q4 | $5.65M | Buy |
51,798
+47,112
| +1,005% | +$4.92M | 0.01% | 503 |
|
|
2022
Q3 | $385K | Buy |
4,686
+1,776
| +61% | +$168K | ﹤0.01% | 1007 |
|
|
2022
Q2 | $272K | Sell |
2,910
-11,827
| -80% | -$1.26M | ﹤0.01% | 1132 |
|
|
2022
Q1 | $1.64M | Buy |
14,737
+551
| +4% | +$67.8K | ﹤0.01% | 788 |
|
|
2021
Q4 | $1.93M | Buy |
14,186
+11,946
| +533% | +$1.74M | ﹤0.01% | 772 |
|
|
2021
Q3 | $299K | Sell |
2,240
-51
| -2% | -$6.93K | ﹤0.01% | 1139 |
|
|
2021
Q2 | $323K | Sell |
2,291
-17,800
| -89% | -$2.49M | ﹤0.01% | 1054 |
|
|
2021
Q1 | $2.65M | Buy |
20,091
+1,850
| +10% | +$226K | ﹤0.01% | 635 |
|
|
2020
Q4 | $2M | Buy |
18,241
+2,447
| +15% | +$218K | ﹤0.01% | 604 |
|
|
2020
Q3 | $1.03M | Buy |
15,794
+700
| +5% | +$42.5K | ﹤0.01% | 662 |
|
|
2020
Q2 | $889K | Sell |
15,094
-507
| -3% | -$27.6K | ﹤0.01% | 688 |
|
|
2020
Q1 | $719K | Sell |
15,601
-57,438
| -79% | -$3.85M | ﹤0.01% | 731 |
|
|
2019
Q4 | $5.46M | Sell |
73,039
-17,122
| -19% | -$1.31M | 0.01% | 419 |
|
|
2019
Q3 | $7.22M | Sell |
90,161
-1,168
| -1% | -$96.8K | 0.02% | 378 |
|
|
2019
Q2 | $8.09M | Sell |
91,329
-3,553
| -4% | -$316K | 0.02% | 350 |
|
|
2019
Q1 | $8.63M | Buy |
94,882
+14,543
| +18% | +$1.28M | 0.02% | 400 |
|
|
2018
Q4 | $5.75M | Sell |
80,339
-10,901
| -12% | -$895K | 0.02% | 475 |
|
|
2018
Q3 | $9.17M | Sell |
91,240
-5,372
| -6% | -$579K | 0.02% | 354 |
|
|
2018
Q2 | $10.2M | Buy |
96,612
+2,080
| +2% | +$214K | 0.03% | 322 |
|
|
2018
Q1 | $8.24M | Sell |
94,532
-35,561
| -27% | -$3.35M | 0.02% | 364 |
|
|
2017
Q4 | $11.7M | Buy |
130,093
+15,681
| +14% | +$1.31M | 0.03% | 332 |
|
|
2017
Q3 | $9.18M | Sell |
114,412
-11,560
| -9% | -$869K | 0.05% | 267 |
|
|
2017
Q2 | $8.88M | Sell |
125,972
-300
| -0.2% | -$21.8K | 0.05% | 259 |
|
|
2017
Q1 | $9.8M | Buy |
126,272
+38,524
| +44% | +$2.99M | 0.06% | 242 |
|
|
2016
Q4 | $6.03M | Buy |
+87,748
| New | +$5.39M | 0.04% | 263 |
|
Other funds holding EVR
Mackenzie Financial's EVR Position: Q3 2026 in Review
Mackenzie Financial opened a new position in Evercore (EVR) in Q3 2026: 5,731 shares worth $1.48M. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in EVR as recently as Q2 2025.
Mackenzie Financial first reported a position in EVR in Q4 2016 and has held it in 34 quarters since. The position peaked at $11.7M in Q4 2017. 394 funds tracked by Wall St. Rank hold EVR as of Q3 2026.
- Mackenzie Financial held 5,731 shares of Evercore worth $1.48M as of Q3 2026.
- Evercore was a new Mackenzie Financial position in Q3 2026.
- Evercore made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1119 holding.
- Mackenzie Financial first reported a position in Evercore in Q4 2016 and has held it in 34 quarters since.
- Mackenzie Financial's Evercore position peaked at $11.7M in Q4 2017.
- 394 funds tracked by Wall St. Rank held Evercore as of Q3 2026.
Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.