Shelton Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $379K | Hold |
1,268
| – | – | 0.01% | 437 |
|
|
2025
Q4 | $431K | Hold |
1,268
| – | – | 0.01% | 386 |
|
|
2025
Q3 | $428K | Hold |
1,268
| – | – | 0.01% | 401 |
|
|
2025
Q2 | $342K | Sell |
1,268
-41
| -3% | -$9.02K | 0.01% | 443 |
|
|
2025
Q1 | $261K | Sell |
1,309
-36
| -3% | -$8.97K | 0.01% | 540 |
|
|
2024
Q4 | $373K | Sell |
1,345
-56
| -4% | -$15.9K | 0.01% | 416 |
|
|
2024
Q3 | $355K | Sell |
1,401
-46
| -3% | -$10.9K | 0.01% | 434 |
|
|
2024
Q2 | $302K | Sell |
1,447
-79
| -5% | -$15.4K | 0.01% | 489 |
|
|
2024
Q1 | $294K | Hold |
1,526
| – | – | 0.01% | 542 |
|
|
2023
Q4 | $261K | Sell |
1,526
-235
| -13% | -$34K | 0.01% | 565 |
|
|
2023
Q3 | $243K | Hold |
1,761
| – | – | 0.01% | 559 |
|
|
2023
Q2 | $218K | Sell |
1,761
-83
| -5% | -$9.55K | 0.01% | 660 |
|
|
2023
Q1 | $213K | Hold |
1,844
| – | – | 0.01% | 663 |
|
|
2022
Q4 | $201K | Buy |
+1,844
| New | +$192K | 0.02% | 649 |
|
|
2022
Q2 | – | Sell |
-2,101
| Closed | -$234K | – | 750 |
|
|
2022
Q1 | $234K | Hold |
2,101
| – | – | 0.01% | 690 |
|
|
2021
Q4 | $285K | Sell |
2,101
-254
| -11% | -$37K | 0.01% | 585 |
|
|
2021
Q3 | $315K | Hold |
2,355
| – | – | 0.01% | 533 |
|
|
2021
Q2 | $332K | Hold |
2,355
| – | – | 0.01% | 525 |
|
|
2021
Q1 | $310K | Hold |
2,355
| – | – | 0.01% | 544 |
|
|
2020
Q4 | $258K | Buy |
+2,355
| New | +$210K | 0.01% | 563 |
|
|
2020
Q1 | – | Sell |
-2,736
| Closed | -$205K | – | 712 |
|
|
2019
Q4 | $205K | Hold |
2,736
| – | – | 0.01% | 757 |
|
|
2019
Q3 | $219K | Sell |
2,736
-200
| -7% | -$16.6K | 0.01% | 710 |
|
|
2019
Q2 | $260K | Buy |
2,936
+2,669
| +1,000% | +$238K | 0.02% | 623 |
|
|
2019
Q1 | $2.94K | Sell |
267
-2,669
| -91% | -$234K | 0.01% | 732 |
|
|
2018
Q4 | $210K | Hold |
2,936
| – | – | 0.01% | 676 |
|
|
2018
Q3 | $295K | Hold |
2,936
| – | – | 0.02% | 608 |
|
|
2018
Q2 | $310K | Hold |
2,936
| – | – | 0.02% | 545 |
|
|
2018
Q1 | $256K | Sell |
2,936
-739
| -20% | -$69.6K | 0.02% | 642 |
|
|
2017
Q4 | $331K | Hold |
3,675
| – | – | 0.02% | 534 |
|
|
2017
Q3 | $295K | Sell |
3,675
-218
| -6% | -$16.4K | 0.02% | 575 |
|
|
2017
Q2 | $274K | Buy |
3,893
+285
| +8% | +$20.7K | 0.02% | 624 |
|
|
2017
Q1 | $281K | Buy |
3,608
+292
| +9% | +$22.7K | 0.02% | 607 |
|
|
2016
Q4 | $228K | Buy |
+3,316
| New | +$204K | 0.02% | 762 |
|
Other funds holding EVR
VPM
VCM
Shelton Capital Management's EVR Position: Q1 2026 in Review
Shelton Capital Management held its Evercore (EVR) position steady in Q1 2026 at 1,268 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #437.
Shelton Capital Management first reported a position in EVR in Q4 2016 and has held it in 33 quarters since. The position peaked at $431K in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Shelton Capital Management held 1,268 shares of Evercore worth $379K as of Q1 2026.
- Shelton Capital Management left its Evercore share count unchanged in Q1 2026.
- Evercore made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #437 holding.
- Shelton Capital Management first reported a position in Evercore in Q4 2016 and has held it in 33 quarters since.
- Shelton Capital Management's Evercore position peaked at $431K in Q4 2025.
- 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.