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Scientech Research LLC’s Evercore EVR Stock Holding History

Scientech Research LLC’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
-1,946
Closed -$389K – 671
2025
Q1 		$389K Buy
+1,946
New +$485K 0.1% 371
2024
Q2 		– Sell
-1,811
Closed -$349K – 619
2024
Q1 		$349K Buy
+1,811
New +$328K 0.18% 250

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Boston Partners
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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

Scientech Research LLC's EVR Position: Q2 2025 in Review

Scientech Research LLC sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,946 shares — an estimated $389K sold.

Scientech Research LLC first reported a position in EVR in Q1 2024 and held it in 2 quarters. The position peaked at $389K in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Scientech Research LLC reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Scientech Research LLC sold 1,946 Evercore shares in Q2 2025, an estimated $389K.
  • Scientech Research LLC first reported a position in Evercore in Q1 2024 and held it in 2 quarters.
  • Scientech Research LLC's Evercore position peaked at $389K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Scientech Research LLC's 13F filing for Q2 2025, filed 14 Aug 2025.