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Venturi Wealth Management’s Evercore EVR Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-122
Closed -$33.8K – 970
2024
Q4 		$33.8K Buy
122
+23
+23% +$6.51K ﹤0.01% 1134
2024
Q3 		$25.1K Buy
99
+11
+13% +$2.62K ﹤0.01% 960
2024
Q2 		$18.3K Buy
88
+26
+42% +$5.06K ﹤0.01% 962
2024
Q1 		$11.9K Buy
62
+14
+29% +$2.53K ﹤0.01% 885
2023
Q4 		$8.21K Buy
48
+10
+26% +$1.45K ﹤0.01% 920
2023
Q3 		$5.24K Buy
38
+16
+73% +$2.17K ﹤0.01% 967
2023
Q2 		$2.72K Hold
22
– – ﹤0.01% 862
2023
Q1 		$2.54K Buy
+22
New +$2.73K ﹤0.01% 961
2022
Q2 		– Sell
-76,361
Closed -$8.5M – 324
2022
Q1 		$8.5M Buy
76,361
+7,292
+11% +$897K 0.65% 39
2021
Q4 		$9.38M Buy
69,069
+1,209
+2% +$176K 0.71% 41
2021
Q3 		$9.07M Sell
67,860
-3,794
-5% -$516K 0.76% 35
2021
Q2 		$10.1M Sell
71,654
-55
-0.1% -$7.69K 0.9% 25
2021
Q1 		$9.45M Buy
+71,709
New +$8.76M 0.9% 28

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Venturi Wealth Management's EVR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 122 shares — an estimated $33.8K sold.

Venturi Wealth Management first reported a position in EVR in Q1 2021 and held it in 13 quarters. The position peaked at $10.1M in Q2 2021. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 122 Evercore shares in Q1 2025, an estimated $33.8K.
  • Venturi Wealth Management first reported a position in Evercore in Q1 2021 and held it in 13 quarters.
  • Venturi Wealth Management's Evercore position peaked at $10.1M in Q2 2021.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.