NC
EVR icon

NewSquare Capital’s Evercore EVR Stock Holding History

NewSquare Capital’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
-38
Closed -$10.3K – 522
2025
Q2 		$10.3K Sell
38
-16
-30% -$3.52K ﹤0.01% 642
2025
Q1 		$10.8K Buy
54
+52
+2,600% +$13K ﹤0.01% 528
2024
Q4 		$554 Buy
+2
New +$567 ﹤0.01% 703

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

NewSquare Capital's EVR Position: Q3 2025 in Review

NewSquare Capital sold out of Evercore (EVR) in Q3 2025, closing a stake of 38 shares — an estimated $10.3K sold.

NewSquare Capital first reported a position in EVR in Q4 2024 and held it in 3 quarters. The position peaked at $10.8K in Q1 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • NewSquare Capital reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 38 Evercore shares in Q3 2025, an estimated $10.3K.
  • NewSquare Capital first reported a position in Evercore in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Evercore position peaked at $10.8K in Q1 2025.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.