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Seven Eight Capital’s Evercore EVR Stock Holding History

Seven Eight Capital’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
-3,737
Closed -$947K – 206
2024
Q3 		$947K Buy
+3,737
New +$889K 0.09% 415
2024
Q2 		– Sell
-5,472
Closed -$1.05M – 758
2024
Q1 		$1.05M Buy
5,472
+3,971
+265% +$718K 0.11% 289
2023
Q4 		$257K Buy
+1,501
New +$217K 0.03% 544
2020
Q1 		– Sell
-29,700
Closed -$2.22M – 528
2019
Q4 		$2.22M Sell
29,700
-6,200
-17% -$473K 0.12% 272
2019
Q3 		$2.88M Buy
35,900
+32,600
+988% +$2.7M 0.15% 201
2019
Q2 		$292K Buy
+3,300
New +$294K 0.02% 534
2018
Q3 		– Sell
-3,900
Closed -$411K – 607
2018
Q2 		$411K Buy
+3,900
New +$402K 0.03% 379

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

Seven Eight Capital's EVR Position: Q4 2024 in Review

Seven Eight Capital sold out of Evercore (EVR) in Q4 2024, closing a stake of 3,737 shares — an estimated $947K sold.

Seven Eight Capital first reported a position in EVR in Q2 2018 and held it in 7 quarters. The position peaked at $2.88M in Q3 2019. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Seven Eight Capital reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 3,737 Evercore shares in Q4 2024, an estimated $947K.
  • Seven Eight Capital first reported a position in Evercore in Q2 2018 and held it in 7 quarters.
  • Seven Eight Capital's Evercore position peaked at $2.88M in Q3 2019.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.