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Metis Global Partners’s Evercore EVR Stock Holding History

Metis Global Partners’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
-985
Closed -$273K – 798
2024
Q4 		$273K Sell
985
-126
-11% -$35.7K 0.01% 688
2024
Q3 		$281K Sell
1,111
-107
-9% -$25.5K 0.01% 683
2024
Q2 		$254K Hold
1,218
– – 0.01% 678
2024
Q1 		$235K Hold
1,218
– – 0.01% 696
2023
Q4 		$208K Buy
+1,218
New +$176K 0.01% 701

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

Metis Global Partners's EVR Position: Q1 2025 in Review

Metis Global Partners sold out of Evercore (EVR) in Q1 2025, closing a stake of 985 shares — an estimated $273K sold.

Metis Global Partners first reported a position in EVR in Q4 2023 and held it in 5 quarters. The position peaked at $281K in Q3 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Metis Global Partners reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Metis Global Partners sold 985 Evercore shares in Q1 2025, an estimated $273K.
  • Metis Global Partners first reported a position in Evercore in Q4 2023 and held it in 5 quarters.
  • Metis Global Partners's Evercore position peaked at $281K in Q3 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Metis Global Partners's 13F filing for Q1 2025, filed 7 May 2025.