Rheos Capital Works’s Evercore EVR Stock Holding History

Rheos Capital Works’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 Q1	–	Sell	-43,000	Closed	-$11.9M	–	81
2024 Q4	$11.9M	Buy	43,000 +6,000	+16%	+$1.7M	0.66%	51
2024 Q3	$9.37M	Buy	+37,000	New	+$8.81M	0.49%	79

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Rheos Capital Works's EVR Position: Q1 2025 in Review

Rheos Capital Works sold out of Evercore (EVR) in Q1 2025, closing a stake of 43,000 shares — an estimated $11.9M sold.

Rheos Capital Works first reported a position in EVR in Q3 2024 and held it in 2 quarters. The position peaked at $11.9M in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

Rheos Capital Works reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
Rheos Capital Works sold 43,000 Evercore shares in Q1 2025, an estimated $11.9M.
Rheos Capital Works first reported a position in Evercore in Q3 2024 and held it in 2 quarters.
Rheos Capital Works's Evercore position peaked at $11.9M in Q4 2024.
551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Rheos Capital Works's 13F filing for Q1 2025, filed 14 Apr 2025.