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Quarry LP’s Evercore EVR Stock Holding History

Quarry LP’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
Q4 		– Sell
-84
Closed -$28.3K – 2283
2025
Q3 		$28.3K Sell
84
-147
-64% -$46.1K 0.01% 1192
2025
Q2 		$62.4K Buy
231
+201
+670% +$44.2K 0.01% 762
2025
Q1 		$5.99K Sell
30
-137
-82% -$34.1K ﹤0.01% 1336
2024
Q4 		$46.3K Sell
167
-139
-45% -$39.4K 0.01% 802
2024
Q3 		$77.5K Buy
+306
New +$72.8K 0.02% 523
2024
Q2 		– Sell
-317
Closed -$61.1K – 1883
2024
Q1 		$61.1K Buy
317
+229
+260% +$41.4K 0.01% 379
2023
Q4 		$15.1K Buy
+88
New +$12.7K ﹤0.01% 911
2023
Q3 		– Sell
-287
Closed -$35.5K – 1190
2023
Q2 		$35.5K Buy
+287
New +$33K 0.01% 337

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Quarry LP's EVR Position: Q4 2025 in Review

Quarry LP sold out of Evercore (EVR) in Q4 2025, closing a stake of 84 shares — an estimated $28.3K sold.

Quarry LP first reported a position in EVR in Q2 2023 and held it in 8 quarters. The position peaked at $77.5K in Q3 2024. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Quarry LP reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Quarry LP sold 84 Evercore shares in Q4 2025, an estimated $28.3K.
  • Quarry LP first reported a position in Evercore in Q2 2023 and held it in 8 quarters.
  • Quarry LP's Evercore position peaked at $77.5K in Q3 2024.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Quarry LP's 13F filing for Q4 2025, filed 13 Feb 2026.