Polar Asset Management Partners’s Evercore EVR Stock Holding History

Polar Asset Management Partners’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	$4.32M	Sell	14,457 -28,143	-66%	-$9.21M	0.09%	231
2025 Q4	$14.5M	Buy	+42,600	New	+$13.7M	0.18%	100
2025 Q3	–	Sell	-3,700	Closed	-$999K	–	727
2025 Q2	$999K	Buy	+3,700	New	+$814K	0.02%	375
2022 Q1	–	Sell	-1,982	Closed	-$269K	–	1314
2021 Q4	$269K	Sell	1,982 -1,810	-48%	-$264K	﹤0.01%	984
2021 Q3	$507K	Buy	3,792 +367	+11%	+$49.9K	0.01%	837
2021 Q2	$482K	Buy	+3,425	New	+$479K	﹤0.01%	795

Other funds holding EVR

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polar Asset Management Partners's EVR Position: Q1 2026 in Review

Polar Asset Management Partners reduced its Evercore (EVR) stake by 66% in Q1 2026, selling an estimated $9.21M and leaving 14,457 shares worth $4.32M. The position accounts for 0.09% of the portfolio, ranked #231.

Polar Asset Management Partners first reported a position in EVR in Q2 2021 and has held it in 6 quarters since. The position peaked at $14.5M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Polar Asset Management Partners held 14,457 shares of Evercore worth $4.32M as of Q1 2026.
Polar Asset Management Partners sold 28,143 Evercore shares in Q1 2026, an estimated $9.21M.
Evercore made up 0.09% of Polar Asset Management Partners's portfolio in Q1 2026, its #231 holding.
Polar Asset Management Partners first reported a position in Evercore in Q2 2021 and has held it in 6 quarters since.
Polar Asset Management Partners's Evercore position peaked at $14.5M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Polar Asset Management Partners's 13F filing for Q1 2026, filed 15 May 2026.