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Shilanski & Associates’s Evercore EVR Stock Holding History

Shilanski & Associates’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
-8,563
Closed -$2.31M – 118
2025
Q2 		$2.31M Sell
8,563
-121
-1% -$26.6K 0.66% 47
2025
Q1 		$1.73M Buy
8,684
+227
+3% +$56.6K 0.54% 52
2024
Q4 		$2.34M Sell
8,457
-297
-3% -$84.1K 0.75% 41
2024
Q3 		$2.22M Buy
8,754
+354
+4% +$84.3K 0.72% 43
2024
Q2 		$1.75M Sell
8,400
-40
-0.5% -$7.78K 0.59% 47
2024
Q1 		$1.63M Buy
+8,440
New +$1.53M 0.56% 52

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 $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shilanski & Associates's EVR Position: Q3 2025 in Review

Shilanski & Associates sold out of Evercore (EVR) in Q3 2025, closing a stake of 8,563 shares — an estimated $2.31M sold.

Shilanski & Associates first reported a position in EVR in Q1 2024 and held it in 6 quarters. The position peaked at $2.34M in Q4 2024. 628 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Shilanski & Associates reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Shilanski & Associates sold 8,563 Evercore shares in Q3 2025, an estimated $2.31M.
  • Shilanski & Associates first reported a position in Evercore in Q1 2024 and held it in 6 quarters.
  • Shilanski & Associates's Evercore position peaked at $2.34M in Q4 2024.
  • 628 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.