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Petrus Trust Company’s Evercore EVR Stock Holding History

Petrus Trust Company’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 		– Sell
-870
Closed -$241K – 658
2024
Q4 		$241K Sell
870
-1,581
-65% -$448K 0.02% 503
2024
Q3 		$621K Buy
+2,451
New +$583K 0.06% 135
2024
Q2 		– Sell
-1,789
Closed -$345K – 635
2024
Q1 		$345K Buy
+1,789
New +$324K 0.03% 375
2017
Q3 		– Sell
-4,387
Closed -$309K – 194
2017
Q2 		$309K Buy
+4,387
New +$319K 0.07% 106
2017
Q1 		– Sell
-3,522
Closed -$242K – 194
2016
Q4 		$242K Sell
3,522
-3,334
-49% -$205K 0.06% 129
2016
Q3 		$353K Buy
+6,856
New +$345K 0.08% 71

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Petrus Trust Company's EVR Position: Q1 2025 in Review

Petrus Trust Company sold out of Evercore (EVR) in Q1 2025, closing a stake of 870 shares — an estimated $241K sold.

Petrus Trust Company first reported a position in EVR in Q3 2016 and held it in 6 quarters. The position peaked at $621K in Q3 2024. 552 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Petrus Trust Company reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 870 Evercore shares in Q1 2025, an estimated $241K.
  • Petrus Trust Company first reported a position in Evercore in Q3 2016 and held it in 6 quarters.
  • Petrus Trust Company's Evercore position peaked at $621K in Q3 2024.
  • 552 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.