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Olympiad Research’s Evercore EVR Stock Holding History

Olympiad Research’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
Q4 		– Sell
-867
Closed -$292K – 147
2025
Q3 		$292K Buy
867
+76
+10% +$23.8K 0.41% 80
2025
Q2 		$214K Buy
+791
New +$174K 0.35% 124
2022
Q2 		– Sell
-2,000
Closed -$223K – 300
2022
Q1 		$223K Buy
2,000
+65
+3% +$8K 0.07% 249
2021
Q4 		$263K Buy
+1,935
New +$282K 0.1% 181
2020
Q3 		– Sell
-4,103
Closed -$242K – 380
2020
Q2 		$242K Buy
+4,103
New +$223K 0.17% 171

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Olympiad Research's EVR Position: Q4 2025 in Review

Olympiad Research sold out of Evercore (EVR) in Q4 2025, closing a stake of 867 shares — an estimated $292K sold.

Olympiad Research first reported a position in EVR in Q2 2020 and held it in 5 quarters. The position peaked at $292K in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Olympiad Research reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Olympiad Research sold 867 Evercore shares in Q4 2025, an estimated $292K.
  • Olympiad Research first reported a position in Evercore in Q2 2020 and held it in 5 quarters.
  • Olympiad Research's Evercore position peaked at $292K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Olympiad Research's 13F filing for Q4 2025, filed 17 Feb 2026.