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Michael Gelband’s Evercore EVR Stock Holding History

Michael Gelband’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
2026
Q1 		– Sell
-2,237
Closed -$761K – 1709
2025
Q4 		$761K Buy
+2,237
New +$719K 0.01% 1082
2023
Q4 		– Sell
-9,333
Closed -$1.29M – 1636
2023
Q3 		$1.29M Buy
+9,333
New +$1.27M 0.01% 861
2023
Q2 		– Sell
-6,064
Closed -$700K – 1960
2023
Q1 		$700K Buy
6,064
+3,904
+181% +$485K 0.01% 1256
2022
Q4 		$236K Sell
2,160
-2,936
-58% -$306K ﹤0.01% 1416
2022
Q3 		$419K Sell
5,096
-37,844
-88% -$3.58M 0.01% 1427
2022
Q2 		$4.02M Buy
42,940
+40,343
+1,553% +$4.3M 0.05% 482
2022
Q1 		$289K Sell
2,597
-928
-26% -$114K ﹤0.01% 1775
2021
Q4 		$479K Sell
3,525
-1,491
-30% -$217K 0.01% 1441
2021
Q3 		$670K Sell
5,016
-10,770
-68% -$1.46M 0.01% 1238
2021
Q2 		$2.22M Buy
15,786
+8,950
+131% +$1.25M 0.02% 634
2021
Q1 		$901K Sell
6,836
-2,444
-26% -$298K 0.01% 982
2020
Q4 		$1.02M Buy
+9,280
New +$826K 0.01% 851
2020
Q1 		– Sell
-12,063
Closed -$902K – 1233
2019
Q4 		$902K Buy
+12,063
New +$919K 0.02% 594

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Michael Gelband's EVR Position: Q1 2026 in Review

Michael Gelband sold out of Evercore (EVR) in Q1 2026, closing a stake of 2,237 shares — an estimated $761K sold.

Michael Gelband first reported a position in EVR in Q4 2019 and held it in 13 quarters. The position peaked at $4.02M in Q2 2022. 655 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Michael Gelband reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Michael Gelband sold 2,237 Evercore shares in Q1 2026, an estimated $761K.
  • Michael Gelband first reported a position in Evercore in Q4 2019 and held it in 13 quarters.
  • Michael Gelband's Evercore position peaked at $4.02M in Q2 2022.
  • 655 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.