Qube Research & Technologies (QRT)
EVR icon

Qube Research & Technologies (QRT)’s Evercore EVR Stock Holding History

Qube Research & Technologies (QRT)’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 		$74.3M Buy
248,864
+245,291
+6,865% +$80.3M 0.08% 301
2025
Q4 		$1.22M Buy
+3,573
New +$1.15M ﹤0.01% 2474
2025
Q3 		– Sell
-16,220
Closed -$4.38M – 3690
2025
Q2 		$4.38M Sell
16,220
-488,914
-97% -$108M ﹤0.01% 1785
2025
Q1 		$101M Buy
505,134
+348,744
+223% +$86.9M 0.12% 217
2024
Q4 		$43.3M Buy
156,390
+93,037
+147% +$26.4M 0.06% 424
2024
Q3 		$16M Buy
63,353
+49,591
+360% +$11.8M 0.02% 778
2024
Q2 		$2.87M Sell
13,762
-60,216
-81% -$11.7M ﹤0.01% 1479
2024
Q1 		$14.2M Buy
73,978
+72,910
+6,827% +$13.2M 0.02% 693
2023
Q4 		$183K Sell
1,068
-8,599
-89% -$1.24M ﹤0.01% 2830
2023
Q3 		$1.33M Sell
9,667
-68,145
-88% -$9.25M ﹤0.01% 1593
2023
Q2 		$9.62M Sell
77,812
-5,174
-6% -$595K 0.04% 541
2023
Q1 		$9.57M Buy
+82,986
New +$10.3M 0.04% 484
2022
Q4 		– Sell
-170,725
Closed -$14M – 2613
2022
Q3 		$14M Buy
170,725
+76,436
+81% +$7.23M 0.08% 324
2022
Q2 		$8.83M Sell
94,289
-45,371
-32% -$4.83M 0.07% 337
2022
Q1 		$15.5M Sell
139,660
-10,027
-7% -$1.23M 0.13% 205
2021
Q4 		$20.3M Buy
149,687
+110,289
+280% +$16.1M 0.16% 149
2021
Q3 		$5.27M Buy
39,398
+32,595
+479% +$4.43M 0.07% 386
2021
Q2 		$958K Sell
6,803
-57,349
-89% -$8.02M 0.01% 959
2021
Q1 		$8.45M Buy
+64,152
New +$7.83M 0.13% 170
2020
Q1 		– Sell
-30,031
Closed -$2.25M – 1277
2019
Q4 		$2.25M Buy
+30,031
New +$2.29M 0.07% 329
2019
Q3 		– Sell
-2,500
Closed -$221K – 306
2019
Q2 		$221K Buy
+2,500
New +$223K 0.05% 341
2018
Q4 		– Sell
-1,467
Closed -$148K – 483
2018
Q3 		$148K Buy
1,467
+1,256
+595% +$135K 0.02% 611
2018
Q2 		$22K Buy
+211
New +$21.8K 0.01% 699

Other funds holding EVR

BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qube Research & Technologies (QRT)'s EVR Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its Evercore (EVR) stake by 6,865% in Q1 2026, buying an estimated $80.3M and bringing the position to 248,864 shares worth $74.3M. The position accounts for 0.08% of the portfolio, ranked #301.

Qube Research & Technologies (QRT) first reported a position in EVR in Q2 2018 and has held it in 23 quarters since. The position peaked at $101M in Q1 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Qube Research & Technologies (QRT) held 248,864 shares of Evercore worth $74.3M as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 245,291 Evercore shares in Q1 2026, an estimated $80.3M.
  • Evercore made up 0.08% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #301 holding.
  • Qube Research & Technologies (QRT) first reported a position in Evercore in Q2 2018 and has held it in 23 quarters since.
  • Qube Research & Technologies (QRT)'s Evercore position peaked at $101M in Q1 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.