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Nitorum Capital’s Evercore EVR Stock Holding History

Nitorum 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
2026
Q1 		$1.86M Sell
6,225
-20,377
-77% -$6.67M 1.63% 20
2025
Q4 		$9.05M Sell
26,602
-1,586
-6% -$510K 2% 21
2025
Q3 		$9.51M Sell
28,188
-12,711
-31% -$3.98M 1.67% 26
2025
Q2 		$11M Sell
40,899
-7,929
-16% -$1.74M 1.64% 26
2025
Q1 		$9.75M Sell
48,828
-12,863
-21% -$3.2M 1.37% 27
2024
Q4 		$17.1M Sell
61,691
-12,880
-17% -$3.65M 1.97% 24
2024
Q3 		$18.9M Sell
74,571
-13,924
-16% -$3.31M 1.9% 26
2024
Q2 		$18.4M Sell
88,495
-31,949
-27% -$6.22M 2.01% 25
2024
Q1 		$23.2M Sell
120,444
-34,916
-22% -$6.32M 2.36% 20
2023
Q4 		$26.6M Sell
155,360
-18,119
-10% -$2.62M 2.84% 19
2023
Q3 		$23.9M Sell
173,479
-26,355
-13% -$3.58M 2.62% 20
2023
Q2 		$24.7M Sell
199,834
-9
-0% -$1.03K 2.5% 19
2023
Q1 		$23.1M Buy
199,843
+26,299
+15% +$3.27M 2.44% 19
2022
Q4 		$18.9M Sell
173,544
-139,967
-45% -$14.6M 1.78% 25
2022
Q3 		$25.8M Sell
313,511
-72,400
-19% -$6.85M 2.24% 20
2022
Q2 		$36.1M Hold
385,911
– – 2.66% 17
2022
Q1 		$43M Buy
385,911
+71,411
+23% +$8.79M 2.85% 16
2021
Q4 		$42.7M Buy
314,500
+13,600
+5% +$1.98M 2% 21
2021
Q3 		$40.2M Hold
300,900
– – 1.91% 25
2021
Q2 		$42.4M Buy
+300,900
New +$42.1M 1.93% 25

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

Nitorum Capital's EVR Position: Q1 2026 in Review

Nitorum Capital reduced its Evercore (EVR) stake by 77% in Q1 2026, selling an estimated $6.67M and leaving 6,225 shares worth $1.86M. The position accounts for 1.63% of the portfolio, ranked #20.

Nitorum Capital first reported a position in EVR in Q2 2021 and has held it in 20 quarters since. The position peaked at $43M in Q1 2022. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Nitorum Capital held 6,225 shares of Evercore worth $1.86M as of Q1 2026.
  • Nitorum Capital sold 20,377 Evercore shares in Q1 2026, an estimated $6.67M.
  • Evercore made up 1.63% of Nitorum Capital's portfolio in Q1 2026, its #20 holding.
  • Nitorum Capital first reported a position in Evercore in Q2 2021 and has held it in 20 quarters since.
  • Nitorum Capital's Evercore position peaked at $43M in Q1 2022.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Nitorum Capital's 13F filing for Q1 2026, filed 15 May 2026.