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Tortoise Investment Management’s Evercore EVR Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-6
Closed -$2.02K – 629
2025
Q3 		$2.02K Buy
6
+2
+50% +$627 ﹤0.01% 868
2025
Q2 		$1.08K Buy
+4
New +$880 ﹤0.01% 949
2018
Q4 		– Sell
-168
Closed -$17K – 551
2018
Q3 		$17K Hold
168
– – ﹤0.01% 342
2018
Q2 		$18K Hold
168
– – ﹤0.01% 348
2018
Q1 		$15K Buy
+168
New +$15.8K ﹤0.01% 351

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Tortoise Investment Management's EVR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Evercore (EVR) in Q4 2025, closing a stake of 6 shares — an estimated $2.02K sold.

Tortoise Investment Management first reported a position in EVR in Q1 2018 and held it in 5 quarters. The position peaked at $18K in Q2 2018. 635 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Tortoise Investment Management reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 6 Evercore shares in Q4 2025, an estimated $2.02K.
  • Tortoise Investment Management first reported a position in Evercore in Q1 2018 and held it in 5 quarters.
  • Tortoise Investment Management's Evercore position peaked at $18K in Q2 2018.
  • 635 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.