O'Neil Global Advisors’s Evercore EVR Stock Holding History

O'Neil Global Advisors’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	-3,572	Closed	-$1.21M	–	60
2025 Q3	$1.21M	Buy	+3,572	New	+$1.12M	0.22%	34

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

O'Neil Global Advisors's EVR Position: Q4 2025 in Review

O'Neil Global Advisors sold out of Evercore (EVR) in Q4 2025, closing a stake of 3,572 shares — an estimated $1.21M sold.

O'Neil Global Advisors first reported a position in EVR in Q3 2025 and held it in 1 quarter. The position peaked at $1.21M in Q3 2025. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

O'Neil Global Advisors reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
O'Neil Global Advisors sold 3,572 Evercore shares in Q4 2025, an estimated $1.21M.
O'Neil Global Advisors first reported a position in Evercore in Q3 2025 and held it in 1 quarter.
O'Neil Global Advisors's Evercore position peaked at $1.21M in Q3 2025.
635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.