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Sherbrooke Park Advisers’s Evercore EVR Stock Holding History

Sherbrooke Park Advisers’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 		– Sell
-1,132
Closed -$306K – 579
2025
Q2 		$306K Sell
1,132
-384
-25% -$84.5K 0.13% 302
2025
Q1 		$303K Buy
1,516
+703
+86% +$175K 0.14% 291
2024
Q4 		$225K Buy
+813
New +$230K 0.07% 543
2024
Q3 		– Sell
-5,583
Closed -$1.16M – 998
2024
Q2 		$1.16M Buy
5,583
+3,735
+202% +$727K 0.2% 141
2024
Q1 		$356K Buy
1,848
+446
+32% +$80.7K 0.07% 495
2023
Q4 		$240K Buy
+1,402
New +$203K 0.11% 289
2023
Q1 		– Sell
-5,200
Closed -$567K – 226
2022
Q4 		$567K Buy
+5,200
New +$543K 0.42% 94

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sherbrooke Park Advisers's EVR Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Evercore (EVR) in Q3 2025, closing a stake of 1,132 shares — an estimated $306K sold.

Sherbrooke Park Advisers first reported a position in EVR in Q4 2022 and held it in 7 quarters. The position peaked at $1.16M in Q2 2024. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 1,132 Evercore shares in Q3 2025, an estimated $306K.
  • Sherbrooke Park Advisers first reported a position in Evercore in Q4 2022 and held it in 7 quarters.
  • Sherbrooke Park Advisers's Evercore position peaked at $1.16M in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.