NIP
EVR icon

Nicholas Investment Partners’s Evercore EVR Stock Holding History

Nicholas Investment 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
2026
Q1 		$937K Sell
3,138
-970
-24% -$318K 0.07% 182
2025
Q4 		$1.4M Hold
4,108
– – 0.1% 166
2025
Q3 		$1.39M Buy
4,108
+1,753
+74% +$549K 0.11% 174
2025
Q2 		$636K Hold
2,355
– – 0.06% 199
2025
Q1 		$470K Sell
2,355
-80,349
-97% -$20M 0.05% 184
2024
Q4 		$22.9M Buy
82,704
+3,472
+4% +$984K 2.02% 3
2024
Q3 		$20.1M Buy
79,232
+7,697
+11% +$1.83M 1.84% 4
2024
Q2 		$14.9M Sell
71,535
-16,446
-19% -$3.2M 1.55% 10
2024
Q1 		$16.9M Buy
87,981
+1,445
+2% +$261K 1.74% 4
2023
Q4 		$14.8M Buy
86,536
+7,161
+9% +$1.04M 1.73% 5
2023
Q3 		$10.9M Buy
79,375
+14,684
+23% +$1.99M 0.82% 40
2023
Q2 		$8M Buy
64,691
+21,266
+49% +$2.45M 0.55% 48
2023
Q1 		$5.01M Buy
+43,425
New +$5.4M 0.38% 65
2020
Q3 		– Sell
-24,321
Closed -$1.43M – 175
2020
Q2 		$1.43M Buy
+24,321
New +$1.32M 0.29% 121
2018
Q4 		– Sell
-48,618
Closed -$4.89M – 228
2018
Q3 		$4.89M Sell
48,618
-7,091
-13% -$764K 0.39% 91
2018
Q2 		$5.88M Buy
+55,709
New +$5.74M 0.41% 69
2017
Q3 		– Sell
-66,256
Closed -$4.67M – 256
2017
Q2 		$4.67M Sell
66,256
-36,894
-36% -$2.68M 0.33% 93
2017
Q1 		$8.03M Sell
103,150
-22,394
-18% -$1.74M 0.57% 34
2016
Q4 		$8.63M Buy
125,544
+21,191
+20% +$1.3M 0.65% 29
2016
Q3 		$5.38M Buy
104,353
+21,266
+26% +$1.07M 0.36% 79
2016
Q2 		$3.67M Sell
83,087
-12,721
-13% -$633K 0.25% 166
2016
Q1 		$4.96M Buy
95,808
+3,107
+3% +$148K 0.36% 99
2015
Q4 		$5.01M Buy
+92,701
New +$5.01M 0.35% 105
2014
Q2 		– Sell
-36,148
Closed -$2M – 282
2014
Q1 		$2M Sell
36,148
-27,278
-43% -$1.56M 0.16% 210
2013
Q4 		$3.79M Buy
63,426
+4,984
+9% +$265K 0.29% 78
2013
Q3 		$2.88M Buy
+58,442
New +$2.69M 0.24% 124

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicholas Investment Partners's EVR Position: Q1 2026 in Review

Nicholas Investment Partners reduced its Evercore (EVR) stake by 24% in Q1 2026, selling an estimated $318K and leaving 3,138 shares worth $937K. The position accounts for 0.07% of the portfolio, ranked #182.

Nicholas Investment Partners first reported a position in EVR in Q3 2013 and has held it in 26 quarters since. The position peaked at $22.9M in Q4 2024. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Nicholas Investment Partners held 3,138 shares of Evercore worth $937K as of Q1 2026.
  • Nicholas Investment Partners sold 970 Evercore shares in Q1 2026, an estimated $318K.
  • Evercore made up 0.07% of Nicholas Investment Partners's portfolio in Q1 2026, its #182 holding.
  • Nicholas Investment Partners first reported a position in Evercore in Q3 2013 and has held it in 26 quarters since.
  • Nicholas Investment Partners's Evercore position peaked at $22.9M in Q4 2024.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.