MM
EVR icon

MQS Management’s Evercore EVR Stock Holding History

MQS 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
2024
Q4 		– Sell
-2,008
Closed -$509K – 146
2024
Q3 		$509K Buy
+2,008
New +$478K 0.28% 123
2022
Q4 		– Sell
-3,193
Closed -$263K – 432
2022
Q3 		$263K Sell
3,193
-1,309
-29% -$124K 0.17% 270
2022
Q2 		$421K Buy
+4,502
New +$480K 0.29% 131

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

MQS Management's EVR Position: Q4 2024 in Review

MQS Management sold out of Evercore (EVR) in Q4 2024, closing a stake of 2,008 shares — an estimated $509K sold.

MQS Management first reported a position in EVR in Q2 2022 and held it in 3 quarters. The position peaked at $509K in Q3 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • MQS Management reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • MQS Management sold 2,008 Evercore shares in Q4 2024, an estimated $509K.
  • MQS Management first reported a position in Evercore in Q2 2022 and held it in 3 quarters.
  • MQS Management's Evercore position peaked at $509K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.