Schroder Investment Management Group’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $57.8M | Sell |
172,702
-18,225
| -10% | -$6.24M | 0.04% | 314 |
|
|
2026
Q1 | $54.5M | Buy |
190,927
+22,587
| +13% | +$7.4M | 0.04% | 306 |
|
|
2025
Q4 | $57.8M | Sell |
168,340
-11,969
| -7% | -$3.85M | 0.04% | 274 |
|
|
2025
Q3 | $61.4M | Sell |
180,309
-20,786
| -10% | -$6.51M | 0.05% | 255 |
|
|
2025
Q2 | $54.1M | Buy |
201,095
+119,473
| +146% | +$26.3M | 0.05% | 279 |
|
|
2025
Q1 | $16.3M | Sell |
81,622
-37,387
| -31% | -$9.31M | 0.02% | 553 |
|
|
2024
Q4 | $33.1M | Sell |
119,009
-34,186
| -22% | -$9.68M | 0.03% | 392 |
|
|
2024
Q3 | $38.9M | Sell |
153,195
-37,454
| -20% | -$8.91M | 0.04% | 352 |
|
|
2024
Q2 | $39.7M | Sell |
190,649
-101,350
| -35% | -$19.7M | 0.04% | 321 |
|
|
2024
Q1 | $56.2M | Sell |
291,999
-24,234
| -8% | -$4.38M | 0.07% | 265 |
|
|
2023
Q4 | $54.1M | Sell |
316,233
-27,012
| -8% | -$3.91M | 0.07% | 258 |
|
|
2023
Q3 | $47.3M | Buy |
343,245
+71,666
| +26% | +$9.73M | 0.07% | 263 |
|
|
2023
Q2 | $33.6M | Sell |
271,579
-31,673
| -10% | -$3.64M | 0.05% | 363 |
|
|
2023
Q1 | $35M | Buy |
303,252
+203,301
| +203% | +$25.3M | 0.05% | 347 |
|
|
2022
Q4 | $10.9M | Sell |
99,951
-76
| -0.1% | -$7.93K | 0.02% | 610 |
|
|
2022
Q3 | $8.23M | Sell |
100,027
-44,596
| -31% | -$4.22M | 0.01% | 663 |
|
|
2022
Q2 | $13.8M | Sell |
144,623
-47,945
| -25% | -$5.11M | 0.02% | 571 |
|
|
2022
Q1 | $22M | Buy |
192,568
+21,819
| +13% | +$2.68M | 0.03% | 471 |
|
|
2021
Q4 | $23.2M | Buy |
170,749
+67,782
| +66% | +$9.88M | 0.03% | 437 |
|
|
2021
Q3 | $13.8M | Sell |
102,967
-14,940
| -13% | -$2.03M | 0.02% | 562 |
|
|
2021
Q2 | $16.6M | Buy |
117,907
+80,664
| +217% | +$11.3M | 0.02% | 555 |
|
|
2021
Q1 | $4.91M | Sell |
37,243
-31,375
| -46% | -$3.83M | 0.01% | 821 |
|
|
2020
Q4 | $7.52M | Buy |
68,618
+20,042
| +41% | +$1.78M | 0.01% | 700 |
|
|
2020
Q3 | $3.35M | Sell |
48,576
-91,651
| -65% | -$5.56M | 0.01% | 799 |
|
|
2020
Q2 | $8.26M | Sell |
140,227
-67,565
| -33% | -$3.67M | 0.02% | 598 |
|
|
2020
Q1 | $10.2M | Sell |
207,792
-13,120
| -6% | -$879K | 0.02% | 534 |
|
|
2019
Q4 | $16.5M | Buy |
220,912
+184,124
| +501% | +$14M | 0.03% | 534 |
|
|
2019
Q3 | $2.9M | Sell |
36,788
-15,622
| -30% | -$1.29M | 0.01% | 838 |
|
|
2019
Q2 | $4.64M | Buy |
52,410
+26,288
| +101% | +$2.34M | ﹤0.01% | 814 |
|
|
2019
Q1 | $2.38M | Buy |
26,122
+1,091
| +4% | +$95.8K | ﹤0.01% | 793 |
|
|
2018
Q4 | $1.79M | Buy |
25,031
+8,517
| +52% | +$699K | ﹤0.01% | 807 |
|
|
2018
Q3 | $1.66M | Buy |
16,514
+2,308
| +16% | +$249K | ﹤0.01% | 839 |
|
|
2018
Q2 | $1.51M | Sell |
14,206
-8,440
| -37% | -$870K | ﹤0.01% | 866 |
|
|
2018
Q1 | $1.98M | Sell |
22,646
-162,854
| -88% | -$15.3M | ﹤0.01% | 864 |
|
|
2017
Q4 | $16.7M | Sell |
185,500
-26,700
| -13% | -$2.23M | 0.03% | 545 |
|
|
2017
Q3 | $17M | Buy |
212,200
+108,100
| +104% | +$8.13M | 0.03% | 516 |
|
|
2017
Q2 | $7.36M | Buy |
104,100
+14,700
| +16% | +$1.07M | 0.01% | 666 |
|
|
2017
Q1 | $6.95M | Buy |
+89,400
| New | +$6.94M | 0.01% | 661 |
|
|
2014
Q2 | – | Sell |
-4,000
| Closed | -$221K | – | 1395 |
|
|
2014
Q1 | $221K | Sell |
4,000
-36,500
| -90% | -$2.09M | ﹤0.01% | 1159 |
|
|
2013
Q4 | $2.42M | Buy |
+40,500
| New | +$2.16M | ﹤0.01% | 912 |
|
Other funds holding EVR
Schroder Investment Management Group's EVR Position: Q2 2026 in Review
Schroder Investment Management Group reduced its Evercore (EVR) stake by 9.5% in Q2 2026, selling an estimated $6.24M and leaving 172,702 shares worth $57.8M. The position accounts for 0.04% of the portfolio, ranked #314.
Schroder Investment Management Group first reported a position in EVR in Q4 2013 and has held it in 40 quarters since. The position peaked at $61.4M in Q3 2025. 712 funds tracked by Wall St. Rank hold EVR as of Q2 2026.
- Schroder Investment Management Group held 172,702 shares of Evercore worth $57.8M as of Q2 2026.
- Schroder Investment Management Group sold 18,225 Evercore shares in Q2 2026, an estimated $6.24M.
- Evercore made up 0.04% of Schroder Investment Management Group's portfolio in Q2 2026, its #314 holding.
- Schroder Investment Management Group first reported a position in Evercore in Q4 2013 and has held it in 40 quarters since.
- Schroder Investment Management Group's Evercore position peaked at $61.4M in Q3 2025.
- 712 funds tracked by Wall St. Rank held Evercore as of Q2 2026.
Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.