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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
Q2 		– Sell
-14,457
Closed -$4.32M – 887
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Polar Asset Management Partners's EVR Position: Q2 2026 in Review

Polar Asset Management Partners sold out of Evercore (EVR) in Q2 2026, closing a stake of 14,457 shares — an estimated $4.32M sold.

Polar Asset Management Partners first reported a position in EVR in Q2 2021 and held it in 6 quarters. The position peaked at $14.5M in Q4 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Polar Asset Management Partners reported no remaining Evercore position as of Q2 2026 after selling out during the quarter.
  • Polar Asset Management Partners sold 14,457 Evercore shares in Q2 2026, an estimated $4.32M.
  • Polar Asset Management Partners first reported a position in Evercore in Q2 2021 and held it in 6 quarters.
  • Polar Asset Management Partners's Evercore position peaked at $14.5M in Q4 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Polar Asset Management Partners's 13F filing for Q2 2026, filed 14 Aug 2026.