Sarasin & Partners’s Evercore EVR Stock Holding History

Sarasin & 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
2026 Q2	$8.54M	Hold	25,000	–	–	0.1%	50
2026 Q1	$7.46M	Hold	25,000	–	–	0.09%	51
2025 Q4	$8.51M	Hold	25,000	–	–	0.09%	50
2025 Q3	$8.52M	Hold	25,000	–	–	0.08%	47
2025 Q2	$6.75M	Hold	25,000	–	–	0.07%	53
2025 Q1	$4.99M	Hold	25,000	–	–	0.05%	58
2024 Q4	$6.93M	Hold	25,000	–	–	0.08%	40
2024 Q3	$6.33M	Hold	25,000	–	–	0.06%	53
2024 Q2	$5.21M	Hold	25,000	–	–	0.05%	59
2024 Q1	$4.81M	Hold	25,000	–	–	0.05%	61
2023 Q4	$4.28M	Hold	25,000	–	–	0.05%	68
2023 Q3	$3.45M	Hold	25,000	–	–	0.04%	73
2023 Q2	$3.09M	Sell	25,000 -25,000	-50%	-$2.88M	0.04%	77
2023 Q1	$6.31M	Buy	50,000 +25,000	+100%	+$3.11M	0.03%	86
2022 Q4	$2.73M	Hold	25,000	–	–	0.04%	84
2022 Q3	$2.06M	Hold	25,000	–	–	0.03%	87
2022 Q2	$2.34M	Hold	25,000	–	–	0.03%	85
2022 Q1	$2.78M	Hold	25,000	–	–	0.03%	85
2021 Q4	$3.4M	Hold	25,000	–	–	0.03%	84
2021 Q3	$3.34M	Hold	25,000	–	–	0.03%	93
2021 Q2	$3.52M	Hold	25,000	–	–	0.04%	95
2021 Q1	$3.29M	Hold	25,000	–	–	0.04%	86
2020 Q4	$2.74M	Hold	25,000	–	–	0.04%	95
2020 Q3	$1.64M	Hold	25,000	–	–	0.02%	103
2020 Q2	$1.47M	Hold	25,000	–	–	0.02%	106
2020 Q1	$1.15M	Hold	25,000	–	–	0.02%	102
2019 Q4	$1.87M	Hold	25,000	–	–	0.03%	110
2019 Q3	$2M	Hold	25,000	–	–	0.03%	112
2019 Q2	$2.21M	Hold	25,000	–	–	0.04%	113
2019 Q1	$2.27M	Hold	25,000	–	–	0.04%	101
2018 Q4	$1.79M	Hold	25,000	–	–	0.04%	101
2018 Q3	$2.51M	Hold	25,000	–	–	0.05%	104
2018 Q2	$2.64M	Hold	25,000	–	–	0.05%	84
2018 Q1	$2.18M	Hold	25,000	–	–	0.04%	87
2017 Q4	$2.25M	Hold	25,000	–	–	0.04%	95
2017 Q3	$2.01M	Hold	25,000	–	–	0.04%	94
2017 Q2	$1.76M	Buy	+25,000	New	+$1.82M	0.03%	98

Other funds holding EVR

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Sarasin & Partners's EVR Position: Q2 2026 in Review

Sarasin & Partners held its Evercore (EVR) position steady in Q2 2026 at 25,000 shares worth $8.54M. The position accounts for 0.1% of the portfolio, ranked #50.

Sarasin & Partners first reported a position in EVR in Q2 2017 and has held it in 37 quarters since. 224 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

Sarasin & Partners held 25,000 shares of Evercore worth $8.54M as of Q2 2026.
Sarasin & Partners left its Evercore share count unchanged in Q2 2026.
Evercore made up 0.1% of Sarasin & Partners's portfolio in Q2 2026, its #50 holding.
Sarasin & Partners first reported a position in Evercore in Q2 2017 and has held it in 37 quarters since.
224 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.