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Northwest & Ethical Investments’s Evercore EVR Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-1,532
Closed -$526K – 555
2025
Q4 		$526K Sell
1,532
-168
-10% -$54K 0.01% 395
2025
Q3 		$579K Hold
1,700
– – 0.01% 394
2025
Q2 		$458K Buy
+1,700
New +$374K 0.01% 399
2021
Q4 		– Sell
-8,164
Closed -$1.09M – 413
2021
Q3 		$1.09M Buy
8,164
+452
+6% +$61.4K 0.04% 286
2021
Q2 		$1.09M Sell
7,712
-7,408
-49% -$1.04M 0.04% 298
2021
Q1 		$1.99M Buy
+15,120
New +$1.85M 0.07% 269

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

Northwest & Ethical Investments's EVR Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Evercore (EVR) in Q1 2026, closing a stake of 1,532 shares — an estimated $526K sold.

Northwest & Ethical Investments first reported a position in EVR in Q1 2021 and held it in 6 quarters. The position peaked at $1.99M in Q1 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,532 Evercore shares in Q1 2026, an estimated $526K.
  • Northwest & Ethical Investments first reported a position in Evercore in Q1 2021 and held it in 6 quarters.
  • Northwest & Ethical Investments's Evercore position peaked at $1.99M in Q1 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.