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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $597K | Buy |
2,000
+1,200
| +150% | +$393K | ﹤0.01% | 3070 |
|
|
2025
Q4 | $272K | Buy |
800
+600
| +300% | +$193K | ﹤0.01% | 3917 |
|
|
2025
Q3 | $67K | Sell |
200
-3,100
| -94% | -$971K | ﹤0.01% | 6152 |
|
|
2025
Q2 | $891K | Buy |
3,300
+400
| +14% | +$88K | ﹤0.01% | 2892 |
|
|
2025
Q1 | $579K | Sell |
2,900
-700
| -19% | -$174K | ﹤0.01% | 3242 |
|
|
2024
Q4 | $997K | Buy |
3,600
+3,200
| +800% | +$906K | ﹤0.01% | 2843 |
|
|
2024
Q3 | $101K | Sell |
400
-3,400
| -89% | -$809K | ﹤0.01% | 5221 |
|
|
2024
Q2 | $792K | Buy |
3,800
+2,100
| +124% | +$409K | ﹤0.01% | 3164 |
|
|
2024
Q1 | $327K | Sell |
1,700
-2,100
| -55% | -$380K | ﹤0.01% | 4290 |
|
|
2023
Q4 | $649K | Buy |
3,800
+100
| +3% | +$14.5K | ﹤0.01% | 3433 |
|
|
2023
Q3 | $510K | Buy |
3,700
+3,600
| +3,600% | +$489K | ﹤0.01% | 3377 |
|
|
2023
Q2 | $12K | Sell |
100
-200
| -67% | -$23K | ﹤0.01% | 7229 |
|
|
2023
Q1 | $34K | Buy |
+300
| New | +$37.3K | ﹤0.01% | 6364 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$8K | – | 9496 |
|
|
2022
Q3 | $8K | Buy |
+100
| New | +$9.46K | ﹤0.01% | 8396 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$77K | – | 10230 |
|
|
2022
Q1 | $77K | Sell |
700
-400
| -36% | -$49.2K | ﹤0.01% | 6510 |
|
|
2021
Q4 | $149K | Sell |
1,100
-20,400
| -95% | -$2.97M | ﹤0.01% | 5608 |
|
|
2021
Q3 | $3.05M | Hold |
21,500
| – | – | ﹤0.01% | 1653 |
|
|
2021
Q2 | $3.03M | Buy |
21,500
+21,495
| +429,900% | +$3M | ﹤0.01% | 1667 |
|
|
2021
Q1 | $65K | Sell |
5
-61
| -92% | -$7.45K | ﹤0.01% | 6294 |
|
|
2020
Q4 | $723K | Buy |
66
+10
| +18% | +$890 | ﹤0.01% | 2968 |
|
|
2020
Q3 | $366K | Buy |
56
+24
| +75% | +$1.46K | ﹤0.01% | 3375 |
|
|
2020
Q2 | $188K | Buy |
32
+13
| +68% | +$707 | ﹤0.01% | 4074 |
|
|
2020
Q1 | $87K | Buy |
19
+7
| +58% | +$469 | ﹤0.01% | 4512 |
|
|
2019
Q4 | $89K | Buy |
12
+6
| +100% | +$457 | ﹤0.01% | 4630 |
|
|
2019
Q3 | $48K | Sell |
6
-5
| -45% | -$414 | ﹤0.01% | 5052 |
|
|
2019
Q2 | $97K | Buy |
11
+7
| +175% | +$623 | ﹤0.01% | 4219 |
|
|
2019
Q1 | $36K | Sell |
4
-7
| -64% | -$615 | ﹤0.01% | 5259 |
|
|
2018
Q4 | $78K | Buy |
11
+2
| +22% | +$164 | ﹤0.01% | 4088 |
|
|
2018
Q3 | $90K | Buy |
9
+4
| +80% | +$431 | ﹤0.01% | 4536 |
|
|
2018
Q2 | $52K | Buy |
+5
| New | +$516 | ﹤0.01% | 5002 |
|
|
2017
Q4 | – | Sell |
-43
| Closed | -$12K | – | 6159 |
|
|
2017
Q3 | $12K | Sell |
43
-205
| -83% | -$15.4K | ﹤0.01% | 3596 |
|
|
2017
Q2 | $6K | Buy |
248
+223
| +892% | +$16.2K | ﹤0.01% | 4408 |
|
|
2017
Q1 | $4K | Buy |
25
+21
| +525% | +$1.63K | ﹤0.01% | 4751 |
|
|
2016
Q4 | $1K | Sell |
4
-20
| -83% | -$1.23K | ﹤0.01% | 5360 |
|
|
2016
Q3 | $2K | Sell |
24
-49
| -67% | -$2.46K | ﹤0.01% | 4933 |
|
|
2016
Q2 | $11K | Sell |
73
-11
| -13% | -$548 | ﹤0.01% | 3496 |
|
|
2016
Q1 | $18K | Buy |
84
+75
| +833% | +$3.58K | ﹤0.01% | 2893 |
|
|
2015
Q4 | $1K | Sell |
9
-45
| -83% | -$2.43K | ﹤0.01% | 4840 |
|
|
2015
Q3 | $2K | Sell |
54
-10
| -16% | -$548 | ﹤0.01% | 4618 |
|
|
2015
Q2 | $5K | Buy |
+64
| New | +$3.27K | ﹤0.01% | 3642 |
|
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.