nVerses Capital’s Evercore EVR Stock Holding History

nVerses 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
2024 Q4	–	Sell	-2,400	Closed	-$608K	–	283
2024 Q3	$608K	Buy	2,400 +700	+41%	+$167K	0.28%	109
2024 Q2	$354K	Buy	+1,700	New	+$331K	0.21%	155

Other funds holding EVR

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

nVerses Capital's EVR Position: Q4 2024 in Review

nVerses Capital sold out of Evercore (EVR) in Q4 2024, closing a stake of 2,400 shares — an estimated $608K sold.

nVerses Capital first reported a position in EVR in Q2 2024 and held it in 2 quarters. The position peaked at $608K in Q3 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

nVerses Capital reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 2,400 Evercore shares in Q4 2024, an estimated $608K.
nVerses Capital first reported a position in Evercore in Q2 2024 and held it in 2 quarters.
nVerses Capital's Evercore position peaked at $608K in Q3 2024.
583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.