URS
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Utah Retirement Systems’s Evercore EVR Stock Holding History

Utah Retirement Systems’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
2026
Q2 		$654K Sell
1,914
-34
-2% -$11.6K 0.01% 728
2026
Q1 		$581K Hold
1,948
– – 0.01% 717
2025
Q4 		$663K Hold
1,948
– – 0.01% 723
2025
Q3 		$657K Hold
1,948
– – 0.01% 711
2025
Q2 		$526K Buy
1,948
+48
+3% +$10.6K 0.01% 755
2025
Q1 		$379K Hold
1,900
– – ﹤0.01% 780
2024
Q4 		$527K Hold
1,900
– – 0.01% 766
2024
Q3 		$481K Hold
1,900
– – 0.01% 776
2024
Q2 		$396K Hold
1,900
– – ﹤0.01% 817
2024
Q1 		$366K Hold
1,900
– – ﹤0.01% 822
2023
Q4 		$325K Hold
1,900
– – ﹤0.01% 854
2023
Q3 		$262K Sell
1,900
-100
-5% -$13.6K ﹤0.01% 875
2023
Q2 		$247K Hold
2,000
– – ﹤0.01% 926
2023
Q1 		$231K Hold
2,000
– – ﹤0.01% 909
2022
Q4 		$218K Buy
+2,000
New +$209K ﹤0.01% 917
2022
Q2 		– Sell
-2,000
Closed -$223K – 997
2022
Q1 		$223K Hold
2,000
– – ﹤0.01% 956
2021
Q4 		$272K Hold
2,000
– – ﹤0.01% 933
2021
Q3 		$267K Sell
2,000
-100
-5% -$13.6K ﹤0.01% 923
2021
Q2 		$296K Buy
2,100
+100
+5% +$14K ﹤0.01% 915
2021
Q1 		$263K Hold
2,000
– – ﹤0.01% 890
2020
Q4 		$219K Buy
+2,000
New +$178K ﹤0.01% 900
2020
Q1 		– Sell
-7,379
Closed -$552K – 935
2019
Q4 		$552K Sell
7,379
-200
-3% -$15.2K 0.01% 875
2019
Q3 		$607K Sell
7,579
-100
-1% -$8.29K 0.01% 853
2019
Q2 		$681K Buy
7,679
+109
+1% +$9.7K 0.01% 851
2019
Q1 		$689K Buy
7,570
+70
+0.9% +$6.15K 0.01% 843
2018
Q4 		$537K Hold
7,500
– – 0.01% 857
2018
Q3 		$754K Hold
7,500
– – 0.01% 840
2018
Q2 		$791K Buy
+7,500
New +$773K 0.02% 825

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Utah Retirement Systems's EVR Position: Q2 2026 in Review

Utah Retirement Systems reduced its Evercore (EVR) stake by 1.7% in Q2 2026, selling an estimated $11.6K and leaving 1,914 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #728.

Utah Retirement Systems first reported a position in EVR in Q2 2018 and has held it in 28 quarters since. The position peaked at $791K in Q2 2018. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Utah Retirement Systems held 1,914 shares of Evercore worth $654K as of Q2 2026.
  • Utah Retirement Systems sold 34 Evercore shares in Q2 2026, an estimated $11.6K.
  • Evercore made up 0.01% of Utah Retirement Systems's portfolio in Q2 2026, its #728 holding.
  • Utah Retirement Systems first reported a position in Evercore in Q2 2018 and has held it in 28 quarters since.
  • Utah Retirement Systems's Evercore position peaked at $791K in Q2 2018.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.