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Panagora Asset Management’s Evercore EVR Stock Holding History

Panagora 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
2026
Q1 		$12.3M Buy
+41,268
New +$13.5M 0.05% 298
2023
Q1 		– Sell
-116,760
Closed -$12.7M – 1467
2022
Q4 		$12.7M Sell
116,760
-107,438
-48% -$11.2M 0.08% 225
2022
Q3 		$18.4M Sell
224,198
-2,829
-1% -$268K 0.13% 174
2022
Q2 		$21.3M Buy
227,027
+74,617
+49% +$7.95M 0.14% 167
2022
Q1 		$17M Buy
152,410
+24,936
+20% +$3.07M 0.09% 198
2021
Q4 		$17.3M Buy
127,474
+123,988
+3,557% +$18.1M 0.09% 205
2021
Q3 		$466K Buy
3,486
+2,438
+233% +$331K ﹤0.01% 1335
2021
Q2 		$148K Buy
1,048
+58
+6% +$8.11K ﹤0.01% 1742
2021
Q1 		$130K Buy
990
+898
+976% +$110K ﹤0.01% 1856
2020
Q4 		$10K Sell
92
-11
-11% -$979 ﹤0.01% 2292
2020
Q3 		$7K Hold
103
– – ﹤0.01% 2378
2020
Q2 		$6K Sell
103
-236
-70% -$12.8K ﹤0.01% 2314
2020
Q1 		$16K Buy
339
+236
+229% +$15.8K ﹤0.01% 2075
2019
Q4 		$8K Sell
103
-160,526
-100% -$12.2M ﹤0.01% 2155
2019
Q3 		$12.9M Sell
160,629
-37,504
-19% -$3.11M 0.06% 280
2019
Q2 		$17.5M Sell
198,133
-46,606
-19% -$4.15M 0.08% 239
2019
Q1 		$22.3M Sell
244,739
-110,156
-31% -$9.67M 0.1% 205
2018
Q4 		$25.4M Buy
354,895
+57,886
+19% +$4.75M 0.12% 180
2018
Q3 		$29.9M Buy
297,009
+111,482
+60% +$12M 0.11% 184
2018
Q2 		$19.6M Sell
185,527
-306,455
-62% -$31.6M 0.08% 235
2018
Q1 		$42.9M Buy
491,982
+783
+0.2% +$73.7K 0.17% 133
2017
Q4 		$44.2M Sell
491,199
-130,050
-21% -$10.8M 0.17% 140
2017
Q3 		$49.9M Buy
621,249
+35,876
+6% +$2.7M 0.2% 120
2017
Q2 		$41.3M Buy
585,373
+53,171
+10% +$3.87M 0.17% 141
2017
Q1 		$41.5M Buy
532,202
+216,678
+69% +$16.8M 0.17% 139
2016
Q4 		$21.7M Buy
315,524
+19,414
+7% +$1.19M 0.1% 203
2016
Q3 		$15.3M Sell
296,110
-18,604
-6% -$935K 0.07% 270
2016
Q2 		$13.9M Buy
314,714
+13,689
+5% +$682K 0.07% 280
2016
Q1 		$15.6M Buy
301,025
+60,617
+25% +$2.9M 0.08% 266
2015
Q4 		$13M Buy
240,408
+45,367
+23% +$2.45M 0.06% 296
2015
Q3 		$9.8M Buy
195,041
+9,892
+5% +$542K 0.05% 336
2015
Q2 		$9.99M Buy
185,149
+773
+0.4% +$39.4K 0.05% 356
2015
Q1 		$9.53M Buy
184,376
+15,187
+9% +$772K 0.05% 352
2014
Q4 		$8.86M Buy
169,189
+20,954
+14% +$1.05M 0.05% 346
2014
Q3 		$6.97M Sell
148,235
-11,419
-7% -$592K 0.03% 405
2014
Q2 		$9.2M Sell
159,654
-33,839
-17% -$1.86M 0.04% 367
2014
Q1 		$10.7M Buy
193,493
+16,566
+9% +$948K 0.05% 342
2013
Q4 		$10.6M Buy
176,927
+5,812
+3% +$309K 0.05% 356
2013
Q3 		$8.42M Buy
171,115
+54,439
+47% +$2.5M 0.04% 382
2013
Q2 		$4.58M Buy
+116,676
New +$4.52M 0.02% 479

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Panagora Asset Management's EVR Position: Q1 2026 in Review

Panagora Asset Management opened a new position in Evercore (EVR) in Q1 2026: 41,268 shares worth $12.3M. The stake represents 0.05% of the portfolio and ranks #298 among its holdings. This is a return to the name: Panagora Asset Management previously reported a position in EVR as recently as Q4 2022.

Panagora Asset Management first reported a position in EVR in Q2 2013 and has held it in 40 quarters since. The position peaked at $49.9M in Q3 2017. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Panagora Asset Management held 41,268 shares of Evercore worth $12.3M as of Q1 2026.
  • Evercore was a new Panagora Asset Management position in Q1 2026.
  • Evercore made up 0.05% of Panagora Asset Management's portfolio in Q1 2026, its #298 holding.
  • Panagora Asset Management first reported a position in Evercore in Q2 2013 and has held it in 40 quarters since.
  • Panagora Asset Management's Evercore position peaked at $49.9M in Q3 2017.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Panagora Asset Management's 13F filing for Q1 2026, filed 14 May 2026.