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Shell Asset Management’s Evercore EVR Stock Holding History

Shell Asset 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
Q3 		$139K Sell
413
-656
-61% -$206K 0.01% 566
2025
Q2 		$289K Sell
1,069
-213
-17% -$46.8K 0.01% 653
2025
Q1 		$256K Sell
1,282
-55
-4% -$13.7K 0.01% 688
2024
Q4 		$371K Sell
1,337
-2
-0.1% -$567 0.02% 591
2024
Q3 		$339K Buy
+1,339
New +$319K 0.01% 635
2024
Q1 		$449K Sell
2,156
-1,042
-33% -$189K 0.02% 509
2023
Q4 		$547K Sell
3,198
-930
-23% -$135K 0.03% 485
2023
Q3 		$569K Sell
4,128
-71
-2% -$9.64K 0.02% 507
2023
Q2 		$519K Sell
4,199
-24
-0.6% -$2.76K 0.02% 561
2023
Q1 		$487K Sell
4,223
-15
-0.4% -$1.86K 0.02% 573
2022
Q4 		$462K Sell
4,238
-900
-18% -$93.9K 0.02% 568
2022
Q3 		$423K Sell
5,138
-1,348
-21% -$127K 0.02% 655
2022
Q2 		$607K Buy
6,486
+549
+9% +$58.5K 0.02% 608
2022
Q1 		$661K Sell
5,937
-878
-13% -$108K 0.02% 669
2021
Q4 		$926K Buy
6,815
+36
+0.5% +$5.25K 0.02% 586
2021
Q3 		$906K Sell
6,779
-290
-4% -$39.4K 0.02% 557
2021
Q2 		$995K Buy
7,069
+380
+6% +$53.1K 0.02% 573
2021
Q1 		$881K Sell
6,689
-40
-0.6% -$4.88K 0.02% 586
2020
Q4 		$738K Buy
6,729
+2,105
+46% +$187K 0.02% 607
2020
Q3 		$303K Hold
4,624
– – 0.01% 900
2020
Q2 		$272K Sell
4,624
-835
-15% -$45.4K 0.01% 931
2020
Q1 		$251K Sell
5,459
-83
-1% -$5.56K 0.01% 933
2019
Q4 		$414K Sell
5,542
-139
-2% -$10.6K 0.01% 954
2019
Q3 		$455K Sell
5,681
-49
-0.9% -$4.06K 0.01% 950
2019
Q2 		$508K Sell
5,730
-131
-2% -$11.7K 0.01% 911
2019
Q1 		$533K Hold
5,861
– – 0.01% 885
2018
Q4 		$419K Sell
5,861
-500
-8% -$41.1K 0.01% 898
2018
Q3 		$640K Buy
+6,361
New +$685K 0.01% 883

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shell Asset Management's EVR Position: Q3 2025 in Review

Shell Asset Management reduced its Evercore (EVR) stake by 61% in Q3 2025, selling an estimated $206K and leaving 413 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #566.

Shell Asset Management first reported a position in EVR in Q3 2018 and has held it in 28 quarters since. The position peaked at $995K in Q2 2021. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Shell Asset Management held 413 shares of Evercore worth $139K as of Q3 2025.
  • Shell Asset Management sold 656 Evercore shares in Q3 2025, an estimated $206K.
  • Evercore made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #566 holding.
  • Shell Asset Management first reported a position in Evercore in Q3 2018 and has held it in 28 quarters since.
  • Shell Asset Management's Evercore position peaked at $995K in Q2 2021.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.