Oak Thistle LLC’s Evercore EVR Stock Holding History

Oak Thistle LLC’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	-3,967	Closed	-$1.07M	–	519
2025 Q2	$1.07M	Buy	+3,967	New	+$873K	0.16%	245
2025 Q1	–	Sell	-1,366	Closed	-$379K	–	469
2024 Q4	$379K	Buy	1,366 +188	+16%	+$53.3K	0.11%	297
2024 Q3	$298K	Buy	+1,178	New	+$280K	0.1%	331
2024 Q2	–	Sell	-1,109	Closed	-$214K	–	340
2024 Q1	$214K	Buy	+1,109	New	+$201K	0.19%	256
2023 Q4	–	Sell	-1,601	Closed	-$221K	–	506
2023 Q3	$221K	Buy	+1,601	New	+$217K	0.07%	408
2023 Q2	–	Sell	-4,899	Closed	-$565K	–	413
2023 Q1	$565K	Buy	+4,899	New	+$609K	0.33%	107
2022 Q3	–	Sell	-2,607	Closed	-$244K	–	151
2022 Q2	$244K	Buy	+2,607	New	+$278K	0.47%	111
2022 Q1	–	Sell	-3,964	Closed	-$538K	–	425
2021 Q4	$538K	Buy	+3,964	New	+$578K	0.42%	80

Other funds holding EVR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oak Thistle LLC's EVR Position: Q3 2025 in Review

Oak Thistle LLC sold out of Evercore (EVR) in Q3 2025, closing a stake of 3,967 shares — an estimated $1.07M sold.

Oak Thistle LLC first reported a position in EVR in Q4 2021 and held it in 8 quarters. The position peaked at $1.07M in Q2 2025. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

Oak Thistle LLC reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
Oak Thistle LLC sold 3,967 Evercore shares in Q3 2025, an estimated $1.07M.
Oak Thistle LLC first reported a position in Evercore in Q4 2021 and held it in 8 quarters.
Oak Thistle LLC's Evercore position peaked at $1.07M in Q2 2025.
628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.