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Tribune Investment Group’s Evercore EVR Stock Holding History

Tribune Investment 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
-20,000
Closed -$6.75M – 25
2025
Q3 		$6.75M Buy
+20,000
New +$6.27M 3.27% 13
2025
Q1 		– Sell
-15,000
Closed -$4.16M – 38
2024
Q4 		$4.16M Buy
+15,000
New +$4.25M 2.33% 23

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
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 $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

Tribune Investment Group's EVR Position: Q4 2025 in Review

Tribune Investment Group sold out of Evercore (EVR) in Q4 2025, closing a stake of 20,000 shares — an estimated $6.75M sold.

Tribune Investment Group first reported a position in EVR in Q4 2024 and held it in 2 quarters. The position peaked at $6.75M in Q3 2025. 634 funds tracked by Wall St. Rank hold EVR as of Q4 2025.

  • Tribune Investment Group reported no remaining Evercore position as of Q4 2025 after selling out during the quarter.
  • Tribune Investment Group sold 20,000 Evercore shares in Q4 2025, an estimated $6.75M.
  • Tribune Investment Group first reported a position in Evercore in Q4 2024 and held it in 2 quarters.
  • Tribune Investment Group's Evercore position peaked at $6.75M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Evercore as of Q4 2025.

Based on Tribune Investment Group's 13F filing for Q4 2025, filed 12 Feb 2026.