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South Dakota Investment Council’s Evercore EVR Stock Holding History

South Dakota Investment Council’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 		$2.63M Buy
8,817
+2,000
+29% +$655K 0.05% 263
2025
Q4 		$2.32M Hold
6,817
– – 0.04% 288
2025
Q3 		$2.3M Hold
6,817
– – 0.04% 296
2025
Q2 		$1.84M Sell
6,817
-6,005
-47% -$1.32M 0.04% 336
2025
Q1 		$2.56M Hold
12,822
– – 0.05% 267
2024
Q4 		$3.55M Hold
12,822
– – 0.07% 228
2024
Q3 		$3.25M Hold
12,822
– – 0.06% 248
2024
Q2 		$2.67M Sell
12,822
-6,486
-34% -$1.26M 0.05% 268
2024
Q1 		$3.72M Hold
19,308
– – 0.08% 218
2023
Q4 		$3.3M Sell
19,308
-11,014
-36% -$1.59M 0.07% 248
2023
Q3 		$4.18M Sell
30,322
-2,900
-9% -$394K 0.1% 202
2023
Q2 		$4.11M Sell
33,222
-13,935
-30% -$1.6M 0.09% 213
2023
Q1 		$5.44M Hold
47,157
– – 0.12% 172
2022
Q4 		$5.14M Hold
47,157
– – 0.11% 169
2022
Q3 		$3.88M Hold
47,157
– – 0.09% 196
2022
Q2 		$4.41M Buy
47,157
+816
+2% +$86.9K 0.1% 188
2022
Q1 		$5.16M Buy
46,341
+1,921
+4% +$236K 0.1% 185
2021
Q4 		$6.03M Hold
44,420
– – 0.1% 184
2021
Q3 		$5.94M Hold
44,420
– – 0.11% 182
2021
Q2 		$6.25M Sell
44,420
-80
-0.2% -$11.2K 0.11% 181
2021
Q1 		$5.86M Sell
44,500
-4,881
-10% -$596K 0.1% 189
2020
Q4 		$5.41M Hold
49,381
– – 0.1% 190
2020
Q3 		$3.23M Hold
49,381
– – 0.07% 219
2020
Q2 		$2.91M Hold
49,381
– – 0.07% 224
2020
Q1 		$2.27M Sell
49,381
-45
-0.1% -$3.01K 0.06% 239
2019
Q4 		$3.69M Buy
49,426
+4,040
+9% +$308K 0.08% 219
2019
Q3 		$3.63M Buy
45,386
+32,026
+240% +$2.65M 0.07% 242
2019
Q2 		$1.18M Hold
13,360
– – 0.02% 398
2019
Q1 		$1.22M Buy
13,360
+8,100
+154% +$711K 0.03% 400
2018
Q4 		$376K Hold
5,260
– – 0.01% 513
2018
Q3 		$529K Sell
5,260
-4,100
-44% -$442K 0.01% 500
2018
Q2 		$987K Sell
9,360
-24,900
-73% -$2.57M 0.02% 429
2018
Q1 		$2.99M Sell
34,260
-5,000
-13% -$471K 0.07% 219
2017
Q4 		$3.53M Sell
39,260
-13,900
-26% -$1.16M 0.08% 199
2017
Q3 		$4.27M Sell
53,160
-8,700
-14% -$654K 0.09% 182
2017
Q2 		$4.36M Sell
61,860
-5,500
-8% -$400K 0.09% 182
2017
Q1 		$5.25M Sell
67,360
-5,300
-7% -$411K 0.11% 155
2016
Q4 		$4.99M Sell
72,660
-19,300
-21% -$1.19M 0.11% 157
2016
Q3 		$4.74M Hold
91,960
– – 0.1% 166
2016
Q2 		$4.06M Buy
91,960
+37,960
+70% +$1.89M 0.09% 179
2016
Q1 		$2.79M Buy
54,000
+10,400
+24% +$497K 0.06% 230
2015
Q4 		$2.36M Hold
43,600
– – 0.05% 255
2015
Q3 		$2.19M Hold
43,600
– – 0.05% 258
2015
Q2 		$2.35M Buy
43,600
+6,100
+16% +$311K 0.05% 269
2015
Q1 		$1.94M Hold
37,500
– – 0.04% 294
2014
Q4 		$1.96M Buy
37,500
+5,700
+18% +$285K 0.04% 275
2014
Q3 		$1.5M Buy
+31,800
New +$1.65M 0.03% 299

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $115B AUM 41.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

South Dakota Investment Council's EVR Position: Q1 2026 in Review

South Dakota Investment Council increased its Evercore (EVR) stake by 29% in Q1 2026, buying an estimated $655K and bringing the position to 8,817 shares worth $2.63M. The position accounts for 0.05% of the portfolio, ranked #263.

South Dakota Investment Council first reported a position in EVR in Q3 2014 and has held it in 47 quarters since. The position peaked at $6.25M in Q2 2021. 653 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • South Dakota Investment Council held 8,817 shares of Evercore worth $2.63M as of Q1 2026.
  • South Dakota Investment Council bought 2,000 Evercore shares in Q1 2026, an estimated $655K.
  • Evercore made up 0.05% of South Dakota Investment Council's portfolio in Q1 2026, its #263 holding.
  • South Dakota Investment Council first reported a position in Evercore in Q3 2014 and has held it in 47 quarters since.
  • South Dakota Investment Council's Evercore position peaked at $6.25M in Q2 2021.
  • 653 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on South Dakota Investment Council's 13F filing for Q1 2026, filed 18 May 2026.