Simplex Trading’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,641
| Closed | -$828K | – | 9308 |
|
|
2025
Q2 | $713K | Buy |
2,641
+2,222
| +530% | +$489K | ﹤0.01% | 3148 |
|
|
2025
Q1 | $83K | Buy |
+419
| New | +$104K | ﹤0.01% | 5255 |
|
|
2024
Q3 | – | Sell |
-808
| Closed | -$192K | – | 8780 |
|
|
2024
Q2 | $168K | Buy |
+808
| New | +$157K | ﹤0.01% | 4818 |
|
|
2023
Q4 | – | Sell |
-2,732
| Closed | -$396K | – | 9057 |
|
|
2023
Q3 | $376K | Buy |
2,732
+1,463
| +115% | +$199K | ﹤0.01% | 3697 |
|
|
2023
Q2 | $156K | Buy |
1,269
+754
| +146% | +$86.7K | ﹤0.01% | 4587 |
|
|
2023
Q1 | $59K | Buy |
+515
| New | +$64K | ﹤0.01% | 5742 |
|
|
2022
Q4 | – | Sell |
-162
| Closed | -$16.9K | – | 9497 |
|
|
2022
Q3 | $13K | Sell |
162
-6,146
| -97% | -$581K | ﹤0.01% | 7979 |
|
|
2022
Q2 | $590K | Buy |
+6,308
| New | +$672K | ﹤0.01% | 3245 |
|
|
2021
Q2 | – | Sell |
-3,546
| Closed | -$496K | – | 10195 |
|
|
2021
Q1 | $467K | Buy |
+3,546
| New | +$433K | ﹤0.01% | 3471 |
|
|
2020
Q4 | – | Sell |
-2,319
| Closed | -$206K | – | 8527 |
|
|
2020
Q3 | $151K | Sell |
2,319
-213
| -8% | -$12.9K | ﹤0.01% | 4455 |
|
|
2020
Q2 | $149K | Sell |
2,532
-4,937
| -66% | -$269K | ﹤0.01% | 4339 |
|
|
2020
Q1 | $344K | Buy |
+7,469
| New | +$500K | ﹤0.01% | 2998 |
|
|
2019
Q4 | – | Sell |
-252
| Closed | -$19.2K | – | 7447 |
|
|
2019
Q3 | $20K | Buy |
+252
| New | +$20.9K | ﹤0.01% | 5807 |
|
|
2019
Q1 | – | Sell |
-1,001
| Closed | -$87.9K | – | 7297 |
|
|
2018
Q4 | $71K | Buy |
+1,001
| New | +$82.2K | ﹤0.01% | 4186 |
|
|
2018
Q3 | – | Sell |
-7,779
| Closed | -$838K | – | 7565 |
|
|
2018
Q2 | $820K | Buy |
7,779
+4,022
| +107% | +$415K | ﹤0.01% | 1968 |
|
|
2018
Q1 | $327K | Buy |
3,757
+2,308
| +159% | +$217K | 0.01% | 946 |
|
|
2017
Q4 | $130K | Buy |
+1,449
| New | +$121K | 0.01% | 1600 |
|
|
2017
Q3 | – | Sell |
-5,537
| Closed | -$416K | – | 6067 |
|
|
2017
Q2 | $390K | Buy |
+5,537
| New | +$403K | 0.02% | 792 |
|
|
2017
Q1 | – | Sell |
-8,853
| Closed | -$687K | – | 6304 |
|
|
2016
Q4 | $608K | Buy |
+8,853
| New | +$544K | 0.04% | 455 |
|
|
2016
Q2 | – | Sell |
-668
| Closed | -$33.3K | – | 5951 |
|
|
2016
Q1 | $34K | Sell |
668
-266
| -28% | -$12.7K | ﹤0.01% | 2309 |
|
|
2015
Q4 | $50K | Buy |
+934
| New | +$50.4K | ﹤0.01% | 1909 |
|
|
2015
Q3 | – | Sell |
-239
| Closed | -$13.1K | – | 5671 |
|
|
2015
Q2 | $12K | Buy |
+239
| New | +$12.2K | ﹤0.01% | 2903 |
|
Other funds holding EVR
VPM
VCM
Simplex Trading's EVR Position: Q3 2025 in Review
Simplex Trading sold out of Evercore (EVR) in Q3 2025, closing a stake of 2,641 shares — an estimated $828K sold.
Simplex Trading first reported a position in EVR in Q2 2015 and held it in 22 quarters. The position peaked at $820K in Q2 2018. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.
- Simplex Trading reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
- Simplex Trading sold 2,641 Evercore shares in Q3 2025, an estimated $828K.
- Simplex Trading first reported a position in Evercore in Q2 2015 and held it in 22 quarters.
- Simplex Trading's Evercore position peaked at $820K in Q2 2018.
- 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.
Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.