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Stevens Capital Management’s Evercore EVR Stock Holding History

Stevens Capital Management’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
Q1 		– Sell
-956
Closed -$265K – 298
2024
Q4 		$265K Buy
+956
New +$271K 0.11% 246
2019
Q4 		– Sell
-11,350
Closed -$909K – 660
2019
Q3 		$909K Buy
11,350
+7,284
+179% +$604K 0.08% 247
2019
Q2 		$360K Buy
+4,066
New +$362K 0.02% 502
2019
Q1 		– Sell
-10,966
Closed -$785K – 741
2018
Q4 		$785K Sell
10,966
-10,897
-50% -$895K 0.04% 424
2018
Q3 		$2.2M Buy
21,863
+17,383
+388% +$1.87M 0.08% 285
2018
Q2 		$472K Sell
4,480
-31,147
-87% -$3.21M 0.02% 555
2018
Q1 		$3.11M Buy
35,627
+26,695
+299% +$2.51M 0.12% 216
2017
Q4 		$804K Sell
8,932
-14,635
-62% -$1.22M 0.03% 472
2017
Q3 		$1.89M Buy
23,567
+2,799
+13% +$210K 0.07% 323
2017
Q2 		$1.46M Sell
20,768
-10,065
-33% -$732K 0.05% 360
2017
Q1 		$2.4M Buy
30,833
+8,398
+37% +$652K 0.09% 282
2016
Q4 		$1.54M Buy
22,435
+2,276
+11% +$140K 0.06% 356
2016
Q3 		$1.04M Buy
+20,159
New +$1.01M 0.04% 402
2016
Q2 		– Sell
-34,793
Closed -$1.8M – 961
2016
Q1 		$1.8M Buy
34,793
+2,453
+8% +$117K 0.07% 306
2015
Q4 		$1.75M Buy
32,340
+12,901
+66% +$697K 0.07% 316
2015
Q3 		$977K Buy
+19,439
New +$1.06M 0.04% 362
2015
Q2 		– Sell
-37,943
Closed -$1.96M – 1085
2015
Q1 		$1.96M Buy
+37,943
New +$1.93M 0.07% 284
2014
Q4 		– Sell
-13,950
Closed -$656K – 1073
2014
Q3 		$656K Buy
+13,950
New +$723K 0.02% 526
2014
Q2 		– Sell
-62,975
Closed -$3.48M – 1121
2014
Q1 		$3.48M Buy
62,975
+53,450
+561% +$3.06M 0.09% 243
2013
Q4 		$569K Sell
9,525
-26,550
-74% -$1.41M 0.02% 611
2013
Q3 		$1.78M Buy
+36,075
New +$1.66M 0.05% 365

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Stevens Capital Management's EVR Position: Q1 2025 in Review

Stevens Capital Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 956 shares — an estimated $265K sold.

Stevens Capital Management first reported a position in EVR in Q3 2013 and held it in 21 quarters. The position peaked at $3.48M in Q1 2014. 552 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Stevens Capital Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Stevens Capital Management sold 956 Evercore shares in Q1 2025, an estimated $265K.
  • Stevens Capital Management first reported a position in Evercore in Q3 2013 and held it in 21 quarters.
  • Stevens Capital Management's Evercore position peaked at $3.48M in Q1 2014.
  • 552 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Stevens Capital Management's 13F filing for Q1 2025, filed 7 May 2025.