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OMERS Administration Corp’s Evercore EVR Stock Holding History

OMERS Administration Corp’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
-1,200
Closed -$304K – 989
2024
Q3 		$304K Buy
+1,200
New +$286K ﹤0.01% 742
2020
Q1 		– Sell
-33,100
Closed -$2.48M – 254
2019
Q4 		$2.48M Buy
+33,100
New +$2.52M 0.03% 236
2018
Q4 		– Sell
-24,300
Closed -$2.44M – 217
2018
Q3 		$2.44M Buy
+24,300
New +$2.62M 0.02% 223

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

OMERS Administration Corp's EVR Position: Q4 2024 in Review

OMERS Administration Corp sold out of Evercore (EVR) in Q4 2024, closing a stake of 1,200 shares — an estimated $304K sold.

OMERS Administration Corp first reported a position in EVR in Q3 2018 and held it in 3 quarters. The position peaked at $2.48M in Q4 2019. 584 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • OMERS Administration Corp reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • OMERS Administration Corp sold 1,200 Evercore shares in Q4 2024, an estimated $304K.
  • OMERS Administration Corp first reported a position in Evercore in Q3 2018 and held it in 3 quarters.
  • OMERS Administration Corp's Evercore position peaked at $2.48M in Q4 2019.
  • 584 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on OMERS Administration Corp's 13F filing for Q4 2024, filed 14 Feb 2025.