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Riverwater Partners’s Evercore EVR Stock Holding History

Riverwater Partners’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
2024
Q4 		– Sell
-4,447
Closed -$1.11M – 221
2024
Q3 		$1.11M Sell
4,447
-3,942
-47% -$938K 0.55% 53
2024
Q2 		$1.75M Sell
8,389
-89
-1% -$17.3K 1.3% 15
2024
Q1 		$1.63M Buy
8,478
+84
+1% +$15.2K 1.2% 15
2023
Q4 		$1.44M Buy
8,394
+59
+0.7% +$8.54K 1.13% 15
2023
Q3 		$1.15M Sell
8,335
-68
-0.8% -$9.23K 1.04% 20
2023
Q2 		$1.04M Buy
8,403
+411
+5% +$47.3K 0.92% 25
2023
Q1 		$922K Buy
7,992
+44
+0.6% +$5.47K 0.85% 26
2022
Q4 		$867K Buy
+7,948
New +$830K 0.74% 34

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Riverwater Partners's EVR Position: Q4 2024 in Review

Riverwater Partners sold out of Evercore (EVR) in Q4 2024, closing a stake of 4,447 shares — an estimated $1.11M sold.

Riverwater Partners first reported a position in EVR in Q4 2022 and held it in 8 quarters. The position peaked at $1.75M in Q2 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Riverwater Partners reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Riverwater Partners sold 4,447 Evercore shares in Q4 2024, an estimated $1.11M.
  • Riverwater Partners first reported a position in Evercore in Q4 2022 and held it in 8 quarters.
  • Riverwater Partners's Evercore position peaked at $1.75M in Q2 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Riverwater Partners's 13F filing for Q4 2024, filed 13 Feb 2025.