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Moran Wealth Management’s Evercore EVR Stock Holding History

Moran Wealth Management’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
Q2 		– Sell
-72,033
Closed -$14.4M – 484
2025
Q1 		$14.4M Sell
72,033
-770
-1% -$192K 0.48% 64
2024
Q4 		$20.2M Sell
72,803
-2,255
-3% -$639K 0.64% 41
2024
Q3 		$19M Buy
75,058
+19,948
+36% +$4.75M 0.59% 52
2024
Q2 		$11.5M Buy
+55,110
New +$10.7M 0.38% 86

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's EVR Position: Q2 2025 in Review

Moran Wealth Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 72,033 shares — an estimated $14.4M sold.

Moran Wealth Management first reported a position in EVR in Q2 2024 and held it in 4 quarters. The position peaked at $20.2M in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Moran Wealth Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Moran Wealth Management sold 72,033 Evercore shares in Q2 2025, an estimated $14.4M.
  • Moran Wealth Management first reported a position in Evercore in Q2 2024 and held it in 4 quarters.
  • Moran Wealth Management's Evercore position peaked at $20.2M in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Moran Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.