Simplex Trading
EVR icon

Simplex Trading’s Evercore EVR Stock Holding History

Simplex Trading’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
2026
Q1 		$3.49M Buy
11,700
+9,500
+432% +$3.11M ﹤0.01% 1367
2025
Q4 		$749K Buy
2,200
+1,800
+450% +$579K ﹤0.01% 2913
2025
Q3 		$134K Sell
400
-1,000
-71% -$313K ﹤0.01% 5415
2025
Q2 		$378K Sell
1,400
-4,300
-75% -$946K ﹤0.01% 3805
2025
Q1 		$1.14M Buy
+5,700
New +$1.42M ﹤0.01% 2584
2024
Q3 		– Sell
-1,300
Closed -$270K – 8781
2024
Q2 		$270K Sell
1,300
-4,300
-77% -$837K ﹤0.01% 4341
2024
Q1 		$1.08M Buy
5,600
+1,400
+33% +$253K ﹤0.01% 3044
2023
Q4 		$718K Sell
4,200
-6,500
-61% -$941K ﹤0.01% 3344
2023
Q3 		$1.48M Buy
10,700
+5,500
+106% +$747K ﹤0.01% 2332
2023
Q2 		$642K Buy
5,200
+1,300
+33% +$150K ﹤0.01% 3046
2023
Q1 		$449K Buy
3,900
+800
+26% +$99.4K ﹤0.01% 3386
2022
Q4 		$338K Buy
3,100
+2,900
+1,450% +$303K ﹤0.01% 3598
2022
Q3 		$16K Sell
200
-26,300
-99% -$2.49M ﹤0.01% 7748
2022
Q2 		$2.48M Buy
26,500
+26,400
+26,400% +$2.81M ﹤0.01% 1664
2022
Q1 		$11K Sell
100
-1,100
-92% -$135K ﹤0.01% 8788
2021
Q4 		$163K Sell
1,200
-23,300
-95% -$3.4M ﹤0.01% 5479
2021
Q3 		$3.48M Hold
24,500
– – ﹤0.01% 1528
2021
Q2 		$3.45M Buy
24,500
+24,286
+11,349% +$3.39M ﹤0.01% 1531
2021
Q1 		$2.82M Buy
214
+208
+3,467% +$25.4K 0.01% 1273
2020
Q4 		$65K Buy
6
+3
+100% +$267 ﹤0.01% 5884
2020
Q3 		$19K Sell
3
-28
-90% -$1.7K ﹤0.01% 6392
2020
Q2 		$182K Sell
31
-76
-71% -$4.13K ﹤0.01% 4101
2020
Q1 		$492K Buy
107
+87
+435% +$5.83K ﹤0.01% 2600
2019
Q4 		$149K Buy
20
+4
+25% +$305 ﹤0.01% 4071
2019
Q3 		$128K Sell
16
-4
-20% -$331 ﹤0.01% 4049
2019
Q2 		$177K Sell
20
-14
-41% -$1.25K ﹤0.01% 3589
2019
Q1 		$309K Buy
34
+11
+48% +$966 ﹤0.01% 3165
2018
Q4 		$164K Sell
23
-94
-80% -$7.72K ﹤0.01% 3360
2018
Q3 		$1.18M Buy
117
+3
+3% +$323 ﹤0.01% 1724
2018
Q2 		$1.2M Buy
114
+108
+1,800% +$11.1K ﹤0.01% 1625
2018
Q1 		$3K Buy
+6
New +$565 ﹤0.01% 4971
2017
Q4 		– Sell
-35
Closed -$3K – 6160
2017
Q3 		$3K Sell
35
-21
-38% -$1.58K ﹤0.01% 4769
2017
Q2 		$6K Buy
56
+42
+300% +$3.05K ﹤0.01% 4409
2017
Q1 		$4K Sell
14
-15
-52% -$1.17K ﹤0.01% 4752
2016
Q4 		$13K Buy
+29
New +$1.78K ﹤0.01% 3458

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.