Massachusetts Financial Services
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Massachusetts Financial Services’s Evercore EVR Stock Holding History

Massachusetts Financial Services’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
Q3 		– Sell
-81,959
Closed -$22.1M – 876
2025
Q2 		$22.1M Sell
81,959
-609,041
-88% -$134M 0.01% 601
2025
Q1 		$138M Sell
691,000
-83,470
-11% -$20.8M 0.05% 335
2024
Q4 		$215M Sell
774,470
-133,297
-15% -$37.8M 0.07% 261
2024
Q3 		$230M Sell
907,767
-133,013
-13% -$31.7M 0.07% 249
2024
Q2 		$217M Sell
1,040,780
-10,581
-1% -$2.06M 0.07% 250
2024
Q1 		$202M Sell
1,051,361
-7,164
-0.7% -$1.3M 0.06% 270
2023
Q4 		$181M Sell
1,058,525
-12,390
-1% -$1.79M 0.06% 277
2023
Q3 		$148M Buy
1,070,915
+1,347
+0.1% +$183K 0.05% 290
2023
Q2 		$132M Buy
1,069,568
+191,293
+22% +$22M 0.04% 321
2023
Q1 		$101M Buy
878,275
+7,331
+0.8% +$911K 0.03% 351
2022
Q4 		$95M Buy
870,944
+769,634
+760% +$80.3M 0.03% 363
2022
Q3 		$8.33M Buy
+101,310
New +$9.58M ﹤0.01% 625
2022
Q2 		– Sell
-69,179
Closed -$7.7M – 861
2022
Q1 		$7.7M Sell
69,179
-4,094
-6% -$504K ﹤0.01% 655
2021
Q4 		$9.95M Sell
73,273
-15,970
-18% -$2.33M ﹤0.01% 660
2021
Q3 		$11.9M Sell
89,243
-5,777
-6% -$785K ﹤0.01% 659
2021
Q2 		$13.4M Sell
95,020
-5,785
-6% -$809K ﹤0.01% 648
2021
Q1 		$13.3M Buy
100,805
+41,129
+69% +$5.02M ﹤0.01% 640
2020
Q4 		$6.54M Buy
59,676
+54,814
+1,127% +$4.88M ﹤0.01% 663
2020
Q3 		$318K Buy
+4,862
New +$295K ﹤0.01% 844
2015
Q2 		– Sell
-998,969
Closed -$51.6M – 895
2015
Q1 		$51.6M Buy
998,969
+101,592
+11% +$5.16M 0.03% 345
2014
Q4 		$47M Buy
897,377
+572,378
+176% +$28.7M 0.02% 348
2014
Q3 		$15.3M Sell
324,999
-313,790
-49% -$16.3M 0.01% 585
2014
Q2 		$36.8M Buy
638,789
+56,929
+10% +$3.12M 0.02% 412
2014
Q1 		$32.1M Buy
581,860
+30,250
+5% +$1.73M 0.02% 424
2013
Q4 		$33M Buy
551,610
+40,850
+8% +$2.17M 0.02% 406
2013
Q3 		$25.1M Buy
510,760
+150,380
+42% +$6.92M 0.02% 434
2013
Q2 		$14.2M Buy
+360,380
New +$14M 0.01% 489

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services's EVR Position: Q3 2025 in Review

Massachusetts Financial Services sold out of Evercore (EVR) in Q3 2025, closing a stake of 81,959 shares — an estimated $22.1M sold.

Massachusetts Financial Services first reported a position in EVR in Q2 2013 and held it in 27 quarters. The position peaked at $230M in Q3 2024. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Massachusetts Financial Services reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 81,959 Evercore shares in Q3 2025, an estimated $22.1M.
  • Massachusetts Financial Services first reported a position in Evercore in Q2 2013 and held it in 27 quarters.
  • Massachusetts Financial Services's Evercore position peaked at $230M in Q3 2024.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Massachusetts Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.