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 | – | 2680 |
|
|
2025
Q4 | $3.1M | Sell |
9,100
-6,712
| -42% | -$2.16M | 0.01% | 1225 |
|
|
2025
Q3 | $5.33M | Buy |
15,812
+1,511
| +11% | +$473K | 0.02% | 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 | 0.04% | 572 |
|
|
2024
Q4 | $3.02M | Buy |
10,898
+6,746
| +162% | +$1.91M | 0.01% | 1270 |
|
|
2024
Q3 | $1.05M | Buy |
+4,152
| New | +$988K | 0.01% | 1853 |
|
|
2024
Q2 | – | Sell |
-1,447
| Closed | -$279K | – | 3062 |
|
|
2024
Q1 | $279K | Buy |
+1,447
| New | +$262K | ﹤0.01% | 2328 |
|
|
2023
Q3 | – | Sell |
-2,571
| Closed | -$318K | – | 2441 |
|
|
2023
Q2 | $318K | Buy |
+2,571
| New | +$296K | ﹤0.01% | 1522 |
|
|
2022
Q4 | – | Sell |
-3,323
| Closed | -$273K | – | 2326 |
|
|
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 | 0.03% | 725 |
|
|
2021
Q4 | $2.96M | Buy |
21,760
+3,052
| +16% | +$445K | 0.02% | 639 |
|
|
2021
Q3 | $2.5M | Buy |
+18,708
| New | +$2.54M | 0.02% | 516 |
|
|
2020
Q3 | – | Sell |
-6,259
| Closed | -$369K | – | 1149 |
|
|
2020
Q2 | $369K | Buy |
+6,259
| New | +$340K | 0.01% | 721 |
|
|
2020
Q1 | – | Sell |
-4,962
| Closed | -$371K | – | 749 |
|
|
2019
Q4 | $371K | Buy |
4,962
+543
| +12% | +$41.4K | 0.01% | 773 |
|
|
2019
Q3 | $354K | Buy |
+4,419
| New | +$366K | 0.01% | 752 |
|
|
2019
Q2 | – | Sell |
-3,292
| Closed | -$300K | – | 1151 |
|
|
2019
Q1 | $300K | Buy |
+3,292
| New | +$289K | 0.01% | 834 |
|
|
2018
Q3 | – | Sell |
-7,577
| Closed | -$799K | – | 1307 |
|
|
2018
Q2 | $799K | Buy |
7,577
+3,755
| +98% | +$387K | 0.05% | 506 |
|
|
2018
Q1 | $333K | Buy |
+3,822
| New | +$360K | 0.02% | 782 |
|
|
2017
Q4 | – | Sell |
-4,182
| Closed | -$336K | – | 962 |
|
|
2017
Q3 | $336K | Buy |
+4,182
| New | +$314K | 0.03% | 805 |
|
|
2017
Q2 | – | Sell |
-3,753
| Closed | -$292K | – | 1022 |
|
|
2017
Q1 | $292K | Sell |
3,753
-5,354
| -59% | -$416K | 0.03% | 857 |
|
|
2016
Q4 | $626K | Buy |
9,107
+1,809
| +25% | +$111K | 0.05% | 446 |
|
|
2016
Q3 | $376K | Buy |
+7,298
| New | +$367K | 0.04% | 641 |
|
|
2014
Q4 | – | Sell |
-12,788
| Closed | -$601K | – | 449 |
|
|
2014
Q3 | $601K | Buy |
+12,788
| New | +$662K | 0.08% | 196 |
|
|
2013
Q3 | – | Sell |
-6,096
| Closed | -$239K | – | 580 |
|
|
2013
Q2 | $239K | Buy |
+6,096
| New | +$236K | 0.04% | 436 |
|
Other funds holding EVR
Verition Fund Management's EVR Position: Q1 2026 in Review
Verition Fund Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 9,100 shares — an estimated $3.1M sold.
Verition Fund Management first reported a position in EVR in Q2 2013 and held it in 25 quarters. The position peaked at $7.89M in Q1 2025. 656 funds tracked by Wall St. Rank hold EVR as of Q1 2026.
- Verition Fund Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
- Verition Fund Management sold 9,100 Evercore shares in Q1 2026, an estimated $3.1M.
- Verition Fund Management first reported a position in Evercore in Q2 2013 and held it in 25 quarters.
- Verition Fund Management's Evercore position peaked at $7.89M in Q1 2025.
- 656 funds tracked by Wall St. Rank held Evercore as of Q1 2026.
Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.