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Strategy Asset Managers’s Evercore EVR Stock Holding History

Strategy Asset Managers’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
Q2 		– Sell
-1,294
Closed -$258K – 244
2025
Q1 		$258K Sell
1,294
-38
-3% -$9.47K 0.05% 220
2024
Q4 		$369K Buy
1,332
+122
+10% +$34.6K 0.07% 172
2024
Q3 		$307K Buy
+1,210
New +$288K 0.06% 213

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategy Asset Managers's EVR Position: Q2 2025 in Review

Strategy Asset Managers sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,294 shares — an estimated $258K sold.

Strategy Asset Managers first reported a position in EVR in Q3 2024 and held it in 3 quarters. The position peaked at $369K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Strategy Asset Managers reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Strategy Asset Managers sold 1,294 Evercore shares in Q2 2025, an estimated $258K.
  • Strategy Asset Managers first reported a position in Evercore in Q3 2024 and held it in 3 quarters.
  • Strategy Asset Managers's Evercore position peaked at $369K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Strategy Asset Managers's 13F filing for Q2 2025, filed 7 Aug 2025.