Verition Fund Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-9,100
Closed -$3.1M 2687
2025
Q4
$3.1M Sell
9,100
-6,712
-42% -$2.16M 0.02% 1225
2025
Q3
$5.33M Buy
15,812
+1,511
+11% +$473K 0.03% 1097
2025
Q2
$3.86M Sell
14,301
-25,185
-64% -$5.54M 0.02% 1380
2025
Q1
$7.89M Buy
39,486
+28,588
+262% +$7.12M 0.05% 572
2024
Q4
$3.02M Buy
10,898
+6,746
+162% +$1.91M 0.02% 1270
2024
Q3
$1.05M Buy
+4,152
New +$988K 0.01% 1853
2024
Q2
Sell
-1,447
Closed -$279K 3066
2024
Q1
$279K Buy
+1,447
New +$262K ﹤0.01% 2328
2023
Q3
Sell
-2,571
Closed -$318K 2450
2023
Q2
$318K Buy
+2,571
New +$296K 0.01% 1522
2022
Q4
Sell
-3,323
Closed -$273K 2335
2022
Q3
$273K Sell
3,323
-616
-16% -$58.3K ﹤0.01% 2287
2022
Q2
$369K Sell
3,939
-21,476
-85% -$2.29M 0.01% 1616
2022
Q1
$2.83M Buy
25,415
+3,655
+17% +$450K 0.05% 725
2021
Q4
$2.96M Buy
21,760
+3,052
+16% +$445K 0.04% 639
2021
Q3
$2.5M Buy
+18,708
New +$2.54M 0.04% 516
2020
Q3
Sell
-6,259
Closed -$369K 1154
2020
Q2
$369K Buy
+6,259
New +$340K 0.02% 721
2020
Q1
Sell
-4,962
Closed -$371K 755
2019
Q4
$371K Buy
4,962
+543
+12% +$41.4K 0.01% 773
2019
Q3
$354K Buy
+4,419
New +$366K 0.02% 752
2019
Q2
Sell
-3,292
Closed -$300K 1155
2019
Q1
$300K Buy
+3,292
New +$289K 0.02% 834
2018
Q3
Sell
-7,577
Closed -$799K 1308
2018
Q2
$799K Buy
7,577
+3,755
+98% +$387K 0.05% 506
2018
Q1
$333K Buy
+3,822
New +$360K 0.03% 782
2017
Q4
Sell
-4,182
Closed -$336K 964
2017
Q3
$336K Buy
+4,182
New +$314K 0.03% 805
2017
Q2
Sell
-3,753
Closed -$292K 1026
2017
Q1
$292K Sell
3,753
-5,354
-59% -$416K 0.03% 857
2016
Q4
$626K Buy
9,107
+1,809
+25% +$111K 0.07% 446
2016
Q3
$376K Buy
+7,298
New +$367K 0.05% 641
2014
Q4
Sell
-12,788
Closed -$601K 451
2014
Q3
$601K Buy
+12,788
New +$662K 0.11% 196
2013
Q3
Sell
-6,096
Closed -$239K 583
2013
Q2
$239K Buy
+6,096
New +$236K 0.05% 436

Other funds holding EVR