OPS
EVR icon

Orion Portfolio Solutions’s Evercore EVR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$2.28M Sell
11,403
-645
-5% -$161K 0.02% 643
2024
Q4 		$3.34M Buy
12,048
+196
+2% +$55.5K 0.03% 461
2024
Q3 		$3M Sell
11,852
-1,675
-12% -$399K 0.03% 506
2024
Q2 		$2.82M Sell
13,527
-2,426
-15% -$472K 0.03% 495
2024
Q1 		$3.07M Sell
15,953
-889
-5% -$161K 0.03% 467
2023
Q4 		$2.9M Sell
16,842
-1,319
-7% -$191K 0.03% 456
2023
Q3 		$2.5M Sell
18,161
-538
-3% -$73K 0.03% 518
2023
Q2 		$2.31M Sell
18,699
-838
-4% -$96.4K 0.02% 590
2023
Q1 		$2.25M Buy
+19,537
New +$2.43M 0.03% 540
2020
Q3 		– Sell
-85
Closed -$5K – 916
2020
Q2 		$5K Buy
85
+48
+130% +$2.61K ﹤0.01% 1459
2020
Q1 		$2K Buy
37
+14
+61% +$938 ﹤0.01% 1562
2019
Q4 		$2K Buy
+23
New +$1.75K ﹤0.01% 1504

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Orion Portfolio Solutions's EVR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Evercore (EVR) stake by 5.4% in Q1 2025, selling an estimated $161K and leaving 11,403 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #643.

Orion Portfolio Solutions first reported a position in EVR in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.34M in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Orion Portfolio Solutions held 11,403 shares of Evercore worth $2.28M as of Q1 2025.
  • Orion Portfolio Solutions sold 645 Evercore shares in Q1 2025, an estimated $161K.
  • Evercore made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #643 holding.
  • Orion Portfolio Solutions first reported a position in Evercore in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's Evercore position peaked at $3.34M in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.