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TwinBeech Capital’s Evercore EVR Stock Holding History

TwinBeech Capital’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
-93,431
Closed -$18.7M – 743
2025
Q1 		$18.7M Buy
93,431
+91,405
+4,512% +$22.8M 0.34% 88
2024
Q4 		$562K Buy
+2,026
New +$574K 0.01% 438
2023
Q2 		– Sell
-3,063
Closed -$353K – 677
2023
Q1 		$353K Buy
+3,063
New +$381K 0.01% 531
2022
Q4 		– Sell
-34,080
Closed -$2.8M – 760
2022
Q3 		$2.8M Buy
+34,080
New +$3.22M 0.07% 291
2020
Q1 		– Sell
-7,644
Closed -$571K – 348
2019
Q4 		$571K Buy
+7,644
New +$583K 0.17% 193

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

TwinBeech Capital's EVR Position: Q2 2025 in Review

TwinBeech Capital sold out of Evercore (EVR) in Q2 2025, closing a stake of 93,431 shares — an estimated $18.7M sold.

TwinBeech Capital first reported a position in EVR in Q4 2019 and held it in 5 quarters. The position peaked at $18.7M in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • TwinBeech Capital reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 93,431 Evercore shares in Q2 2025, an estimated $18.7M.
  • TwinBeech Capital first reported a position in Evercore in Q4 2019 and held it in 5 quarters.
  • TwinBeech Capital's Evercore position peaked at $18.7M in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

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