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Teza Capital Management’s Evercore EVR Stock Holding History

Teza 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
Q2 		– Sell
-1,083
Closed -$216K – 371
2025
Q1 		$216K Buy
1,083
+109
+11% +$27.2K 0.1% 341
2024
Q4 		$270K Sell
974
-13,807
-93% -$3.91M 0.04% 377
2024
Q3 		$3.74M Buy
+14,781
New +$3.52M 0.41% 63
2023
Q3 		– Sell
-2,833
Closed -$350K – 641
2023
Q2 		$350K Buy
+2,833
New +$326K 0.06% 366
2022
Q3 		– Sell
-2,676
Closed -$251K – 558
2022
Q2 		$251K Buy
2,676
+420
+19% +$44.8K 0.1% 347
2022
Q1 		$251K Buy
+2,256
New +$278K 0.09% 326
2020
Q3 		– Sell
-10,732
Closed -$632K – 453
2020
Q2 		$632K Buy
+10,732
New +$584K 0.14% 231
2020
Q1 		– Sell
-11,786
Closed -$881K – 255
2019
Q4 		$881K Buy
11,786
+1,104
+10% +$84.1K 0.24% 121
2019
Q3 		$856K Buy
+10,682
New +$885K 0.22% 154

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

Teza Capital Management's EVR Position: Q2 2025 in Review

Teza Capital Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 1,083 shares — an estimated $216K sold.

Teza Capital Management first reported a position in EVR in Q3 2019 and held it in 9 quarters. The position peaked at $3.74M in Q3 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Teza Capital Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Teza Capital Management sold 1,083 Evercore shares in Q2 2025, an estimated $216K.
  • Teza Capital Management first reported a position in Evercore in Q3 2019 and held it in 9 quarters.
  • Teza Capital Management's Evercore position peaked at $3.74M in Q3 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Teza Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.