Munro Partners’s Evercore EVR Stock Holding History

Munro Partners’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
2018 Q4	–	Sell	-30,200	Closed	-$3.04M	–	23
2018 Q3	$3.04M	Buy	+30,200	New	+$3.25M	1.77%	26

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Munro Partners's EVR Position: Q4 2018 in Review

Munro Partners sold out of Evercore (EVR) in Q4 2018, closing a stake of 30,200 shares — an estimated $3.04M sold.

Munro Partners first reported a position in EVR in Q3 2018 and held it in 1 quarter. The position peaked at $3.04M in Q3 2018. 333 funds tracked by Wall St. Rank hold EVR as of Q4 2018.

Munro Partners reported no remaining Evercore position as of Q4 2018 after selling out during the quarter.
Munro Partners sold 30,200 Evercore shares in Q4 2018, an estimated $3.04M.
Munro Partners first reported a position in Evercore in Q3 2018 and held it in 1 quarter.
Munro Partners's Evercore position peaked at $3.04M in Q3 2018.
333 funds tracked by Wall St. Rank held Evercore as of Q4 2018.

Based on Munro Partners's 13F filing for Q4 2018, filed 29 Oct 2025.