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Qsemble Capital Management’s Evercore EVR Stock Holding History

Qsemble Capital 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
2025
Q2 		– Sell
-1,681
Closed -$336K – 480
2025
Q1 		$336K Buy
1,681
+137
+9% +$34.1K 0.04% 348
2024
Q4 		$428K Buy
+1,544
New +$437K 0.06% 301

Other funds holding EVR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qsemble Capital Management's EVR Position: Q2 2025 in Review

Qsemble Capital Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,681 shares — an estimated $336K sold.

Qsemble Capital Management first reported a position in EVR in Q4 2024 and held it in 2 quarters. The position peaked at $428K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Qsemble Capital Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Qsemble Capital Management sold 1,681 Evercore shares in Q2 2025, an estimated $336K.
  • Qsemble Capital Management first reported a position in Evercore in Q4 2024 and held it in 2 quarters.
  • Qsemble Capital Management's Evercore position peaked at $428K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Qsemble Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.