Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Evercore EVR Stock Holding History

Sumitomo Mitsui Trust Group’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
Q4 		– Sell
-670
Closed -$226K – 1068
2025
Q3 		$226K Buy
+670
New +$210K ﹤0.01% 1037
2022
Q1 		– Sell
-3,800
Closed -$516K – 1193
2021
Q4 		$516K Sell
3,800
-1,520
-29% -$222K ﹤0.01% 1094
2021
Q3 		$711K Buy
5,320
+1,500
+39% +$204K ﹤0.01% 1069
2021
Q2 		$538K Buy
+3,820
New +$534K ﹤0.01% 1105
2020
Q3 		– Sell
-5,300
Closed -$312K – 1112
2020
Q2 		$312K Hold
5,300
– – ﹤0.01% 1058
2020
Q1 		$244K Buy
+5,300
New +$355K ﹤0.01% 1058

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EVR Position: Q4 2025 in Review

Sumitomo Mitsui Trust Group sold out of Evercore (EVR) in Q4 2025, closing a stake of 670 shares — an estimated $226K sold.

Sumitomo Mitsui Trust Group first reported a position in EVR in Q1 2020 and held it in 6 quarters. The position peaked at $711K in Q3 2021. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Sumitomo Mitsui Trust Group reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 670 Evercore shares in Q4 2025, an estimated $226K.
  • Sumitomo Mitsui Trust Group first reported a position in Evercore in Q1 2020 and held it in 6 quarters.
  • Sumitomo Mitsui Trust Group's Evercore position peaked at $711K in Q3 2021.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2025, filed 23 Jan 2026.