Oxford Asset Management’s Evercore EVR Stock Holding History

Oxford Asset Management’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	-2,780	Closed	-$751K	–	539
2025 Q2	$751K	Buy	+2,780	New	+$611K	0.25%	105
2025 Q1	–	Sell	-1,304	Closed	-$361K	–	545
2024 Q4	$361K	Buy	+1,304	New	+$369K	0.16%	223
2020 Q1	–	Sell	-7,570	Closed	-$566K	–	574
2019 Q4	$566K	Sell	7,570 -43,854	-85%	-$3.34M	0.02%	1178
2019 Q3	$4.12M	Buy	51,424 +20,545	+67%	+$1.7M	0.1%	233
2019 Q2	$2.73M	Buy	30,879 +2,864	+10%	+$255K	0.06%	495
2019 Q1	$2.55M	Sell	28,015 -1,465	-5%	-$129K	0.06%	462
2018 Q4	$2.11M	Buy	29,480 +7,463	+34%	+$613K	0.05%	441
2018 Q3	$2.22M	Sell	22,017 -17,460	-44%	-$1.88M	0.05%	611
2018 Q2	$4.21M	Buy	39,477 +23,893	+153%	+$2.46M	0.08%	271
2018 Q1	$1.36M	Buy	+15,584	New	+$1.47M	0.03%	783
2017 Q4	–	Sell	-28,247	Closed	-$2.28M	–	1674
2017 Q3	$2.28M	Buy	28,247 +14,470	+105%	+$1.09M	0.04%	555
2017 Q2	$971K	Buy	13,777 +3,072	+29%	+$223K	0.02%	898
2017 Q1	$834K	Buy	+10,705	New	+$831K	0.02%	870

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 $3.38T AUM 44.17% 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

Oxford Asset Management's EVR Position: Q3 2025 in Review

Oxford Asset Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 2,780 shares — an estimated $751K sold.

Oxford Asset Management first reported a position in EVR in Q1 2017 and held it in 13 quarters. The position peaked at $4.21M in Q2 2018. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

Oxford Asset Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
Oxford Asset Management sold 2,780 Evercore shares in Q3 2025, an estimated $751K.
Oxford Asset Management first reported a position in Evercore in Q1 2017 and held it in 13 quarters.
Oxford Asset Management's Evercore position peaked at $4.21M in Q2 2018.
628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Oxford Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.