MYIA
EVR icon

Mount Yale Investment Advisors’s Evercore EVR Stock Holding History

Mount Yale Investment Advisors’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
-204
Closed -$55K – 958
2025
Q2 		$55K Sell
204
-1,649
-89% -$363K ﹤0.01% 792
2025
Q1 		$370K Buy
1,853
+32
+2% +$7.97K 0.03% 387
2024
Q4 		$505K Sell
1,821
-315
-15% -$89.2K 0.04% 340
2024
Q3 		$541K Sell
2,136
-12
-0.6% -$2.86K 0.05% 330
2024
Q2 		$448K Sell
2,148
-28
-1% -$5.45K 0.04% 363
2024
Q1 		$419K Sell
2,176
-83
-4% -$15K 0.03% 389
2023
Q4 		$386K Sell
2,259
-22
-1% -$3.19K 0.04% 370
2023
Q3 		$314K Sell
2,281
-51
-2% -$6.92K 0.03% 383
2023
Q2 		$288K Sell
2,332
-166
-7% -$19.1K 0.03% 402
2023
Q1 		$288K Sell
2,498
-91
-4% -$11.3K 0.03% 389
2022
Q4 		$282K Buy
+2,589
New +$270K 0.03% 367
2022
Q3 		– Sell
-2,246
Closed -$210K – 457
2022
Q2 		$210K Buy
+2,246
New +$239K 0.03% 435
2022
Q1 		– Sell
-1,879
Closed -$255K – 473
2021
Q4 		$255K Sell
1,879
-28
-1% -$4.08K 0.03% 405
2021
Q3 		$255K Sell
1,907
-13
-0.7% -$1.77K 0.03% 387
2021
Q2 		$270K Sell
1,920
-20
-1% -$2.8K 0.03% 341
2021
Q1 		$256K Sell
1,940
-418
-18% -$51K 0.03% 349
2020
Q4 		$259K Buy
+2,358
New +$210K 0.04% 327
2018
Q4 		– Sell
-442
Closed -$38K – 463
2018
Q3 		$38K Sell
442
-46
-9% -$4.96K 0.01% 658
2018
Q2 		$51K Sell
488
-360
-42% -$37.1K 0.01% 617
2018
Q1 		$74K Buy
+848
New +$79.9K 0.02% 537

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mount Yale Investment Advisors's EVR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Evercore (EVR) in Q3 2025, closing a stake of 204 shares — an estimated $55K sold.

Mount Yale Investment Advisors first reported a position in EVR in Q1 2018 and held it in 20 quarters. The position peaked at $541K in Q3 2024. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 204 Evercore shares in Q3 2025, an estimated $55K.
  • Mount Yale Investment Advisors first reported a position in Evercore in Q1 2018 and held it in 20 quarters.
  • Mount Yale Investment Advisors's Evercore position peaked at $541K in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.