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Richards, Merrill & Peterson’s Evercore EVR Stock Holding History

Richards, Merrill & Peterson’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
-167
Closed -$33.4K – 291
2025
Q1 		$33.4K Hold
167
– – 0.02% 291
2024
Q4 		$46.3K Buy
+167
New +$47.3K 0.02% 248

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
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

Richards, Merrill & Peterson's EVR Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Evercore (EVR) in Q2 2025, closing a stake of 167 shares — an estimated $33.4K sold.

Richards, Merrill & Peterson first reported a position in EVR in Q4 2024 and held it in 2 quarters. The position peaked at $46.3K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 167 Evercore shares in Q2 2025, an estimated $33.4K.
  • Richards, Merrill & Peterson first reported a position in Evercore in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Evercore position peaked at $46.3K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.