Mount Lucas Management’s Evercore EVR Stock Holding History

Mount Lucas 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
2026 Q2	$1.22M	Buy	3,573 +1,850	+107%	+$633K	0.43%	67
2026 Q1	$514K	Buy	+1,723	New	+$564K	0.19%	136

Other funds holding EVR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mount Lucas Management's EVR Position: Q2 2026 in Review

Mount Lucas Management increased its Evercore (EVR) stake by 107% in Q2 2026, buying an estimated $633K and bringing the position to 3,573 shares worth $1.22M. The position accounts for 0.43% of the portfolio, ranked #67.

Mount Lucas Management first reported a position in EVR in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Mount Lucas Management held 3,573 shares of Evercore worth $1.22M as of Q2 2026.
Mount Lucas Management bought 1,850 Evercore shares in Q2 2026, an estimated $633K.
Evercore made up 0.43% of Mount Lucas Management's portfolio in Q2 2026, its #67 holding.
Mount Lucas Management first reported a position in Evercore in Q1 2026 and has held it in 2 quarters since.
712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.