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Primecap Management’s
Evercore
EVR
Stock Holding History
Primecap 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
$106M
Buy
353,950
+133,900
+61%
+$43.8M
0.08%
146
2025
Q4
$74.9M
Sell
220,050
-4,300
-2%
-$1.38M
0.06%
170
2025
Q3
$75.7M
Sell
224,350
-6,370
-3%
-$2M
0.06%
174
2025
Q2
$62.3M
Sell
230,720
-21,410
-8%
-$4.71M
0.05%
179
2025
Q1
$50.4M
Sell
252,130
-50,540
-17%
-$12.6M
0.04%
183
2024
Q4
$83.9M
Sell
302,670
-47,850
-14%
-$13.6M
0.07%
149
2024
Q3
$88.8M
Sell
350,520
-254,030
-42%
-$60.5M
0.07%
149
2024
Q2
$126M
Buy
604,550
+8,100
+1%
+$1.58M
0.09%
123
2024
Q1
$115M
Sell
596,450
-60,430
-9%
-$10.9M
0.09%
127
2023
Q4
$112M
Hold
656,880
–
–
0.09%
131
2023
Q3
$90.6M
Sell
656,880
-4,000
-0.6%
-$543K
0.08%
140
2023
Q2
$81.7M
Buy
660,880
+39,600
+6%
+$4.56M
0.07%
151
2023
Q1
$71.7M
Buy
621,280
+42,400
+7%
+$5.27M
0.06%
156
2022
Q4
$63.1M
Buy
578,880
+41,680
+8%
+$4.35M
0.06%
161
2022
Q3
$44.2M
Buy
537,200
+99,400
+23%
+$9.4M
0.04%
178
2022
Q2
$41M
Buy
437,800
+26,500
+6%
+$2.82M
0.04%
182
2022
Q1
$45.8M
Buy
411,300
+320,900
+355%
+$39.5M
0.03%
194
2021
Q4
$12.3M
Buy
+90,400
New
+$13.2M
0.01%
261
Other funds holding EVR
BlackRock
New York
$5.7T 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
$653B AUM
32.41%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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