SCM
EVR icon

Sandler Capital Management’s Evercore EVR Stock Holding History

Sandler Capital 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
2025
Q4 		– Sell
-4,088
Closed -$1.38M – 158
2025
Q3 		$1.38M Sell
4,088
-512
-11% -$160K 0.41% 92
2025
Q2 		$1.24M Buy
+4,600
New +$1.01M 0.34% 109
2015
Q3 		– Sell
-117,150
Closed -$6.32M – 149
2015
Q2 		$6.32M Buy
+117,150
New +$5.98M 0.56% 74

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sandler Capital Management's EVR Position: Q4 2025 in Review

Sandler Capital Management sold out of Evercore (EVR) in Q4 2025, closing a stake of 4,088 shares — an estimated $1.38M sold.

Sandler Capital Management first reported a position in EVR in Q2 2015 and held it in 3 quarters. The position peaked at $6.32M in Q2 2015. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Sandler Capital Management reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Sandler Capital Management sold 4,088 Evercore shares in Q4 2025, an estimated $1.38M.
  • Sandler Capital Management first reported a position in Evercore in Q2 2015 and held it in 3 quarters.
  • Sandler Capital Management's Evercore position peaked at $6.32M in Q2 2015.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Sandler Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.