Rafferty Asset Management
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Rafferty Asset Management’s Evercore EVR Stock Holding History

Rafferty Asset 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 		– Sell
-650
Closed -$221K – 1090
2025
Q4 		$221K Sell
650
-17
-3% -$5.46K ﹤0.01% 1076
2025
Q3 		$225K Buy
+667
New +$209K ﹤0.01% 1052
2025
Q1 		– Sell
-808
Closed -$224K – 1094
2024
Q4 		$224K Sell
808
-14
-2% -$3.97K ﹤0.01% 1078
2024
Q3 		$208K Buy
+822
New +$196K ﹤0.01% 1103
2022
Q3 		– Sell
-12,007
Closed -$1.12M – 1175
2022
Q2 		$1.12M Sell
12,007
-7,164
-37% -$763K 0.01% 607
2022
Q1 		$2.13M Sell
19,171
-927
-5% -$114K 0.01% 585
2021
Q4 		$2.73M Buy
20,098
+1,506
+8% +$220K 0.01% 559
2021
Q3 		$2.48M Sell
18,592
-4,905
-21% -$667K 0.02% 567
2021
Q2 		$3.31M Buy
23,497
+3,602
+18% +$504K 0.02% 479
2021
Q1 		$2.62M Buy
19,895
+3,520
+21% +$430K 0.02% 555
2020
Q4 		$1.79M Buy
16,375
+2,745
+20% +$244K 0.02% 427
2020
Q3 		$892K Buy
13,630
+5,503
+68% +$334K 0.01% 590
2020
Q2 		$479K Buy
+8,127
New +$442K 0.01% 726
2020
Q1 		– Sell
-6,314
Closed -$472K – 673
2019
Q4 		$472K Buy
6,314
+396
+7% +$30.2K 0.01% 696
2019
Q3 		$474K Sell
5,918
-1,013
-15% -$83.9K 0.01% 670
2019
Q2 		$614K Sell
6,931
-1,151
-14% -$102K 0.01% 645
2019
Q1 		$735K Buy
8,082
+1,109
+16% +$97.4K 0.01% 598
2018
Q4 		$499K Sell
6,973
-2,483
-26% -$204K 0.01% 515
2018
Q3 		$951K Sell
9,456
-1,053
-10% -$113K 0.01% 463
2018
Q2 		$1.11M Buy
+10,509
New +$1.08M 0.02% 453
2017
Q2 		– Sell
-75,390
Closed -$5.87M – 564
2017
Q1 		$5.87M Buy
+75,390
New +$5.85M 0.13% 73

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

Rafferty Asset Management's EVR Position: Q1 2026 in Review

Rafferty Asset Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 650 shares — an estimated $221K sold.

Rafferty Asset Management first reported a position in EVR in Q1 2017 and held it in 21 quarters. The position peaked at $5.87M in Q1 2017. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Rafferty Asset Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Rafferty Asset Management sold 650 Evercore shares in Q1 2026, an estimated $221K.
  • Rafferty Asset Management first reported a position in Evercore in Q1 2017 and held it in 21 quarters.
  • Rafferty Asset Management's Evercore position peaked at $5.87M in Q1 2017.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.