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Versor Investments’s Evercore EVR Stock Holding History

Versor Investments’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
Q1 		– Sell
-1,000
Closed -$340K – 228
2025
Q4 		$340K Hold
1,000
– – 0.05% 432
2025
Q3 		$337K Buy
+1,000
New +$313K 0.06% 456
2025
Q1 		– Sell
-1,737
Closed -$481K – 778
2024
Q4 		$481K Buy
1,737
+737
+74% +$209K 0.08% 401
2024
Q3 		$253K Buy
+1,000
New +$238K 0.04% 647
2022
Q2 		– Sell
-2,789
Closed -$310K – 833
2022
Q1 		$310K Buy
2,789
+1,187
+74% +$146K 0.01% 481
2021
Q4 		$218K Buy
+1,602
New +$234K 0.01% 481
2019
Q4 		– Sell
-9,950
Closed -$797K – 321
2019
Q3 		$797K Sell
9,950
-1,100
-10% -$91.1K 0.05% 176
2019
Q2 		$979K Buy
11,050
+4,300
+64% +$383K 0.07% 164
2019
Q1 		$614K Buy
6,750
+990
+17% +$86.9K 0.06% 157
2018
Q4 		$412K Sell
5,760
-2,400
-29% -$197K 0.09% 187
2018
Q3 		$820K Sell
8,160
-2,084
-20% -$225K 0.31% 103
2018
Q2 		$1.08M Buy
10,244
+1,400
+16% +$144K 0.37% 98
2018
Q1 		$771K Buy
8,844
+3,500
+65% +$330K 0.26% 121
2017
Q4 		$481K Sell
5,344
-164
-3% -$13.7K 0.14% 176
2017
Q3 		$442K Buy
5,508
+600
+12% +$45.1K 0.14% 79
2017
Q2 		$346K Buy
+4,908
New +$357K 0.09% 97

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments's EVR Position: Q1 2026 in Review

Versor Investments sold out of Evercore (EVR) in Q1 2026, closing a stake of 1,000 shares — an estimated $340K sold.

Versor Investments first reported a position in EVR in Q2 2017 and held it in 16 quarters. The position peaked at $1.08M in Q2 2018. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Versor Investments reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 1,000 Evercore shares in Q1 2026, an estimated $340K.
  • Versor Investments first reported a position in Evercore in Q2 2017 and held it in 16 quarters.
  • Versor Investments's Evercore position peaked at $1.08M in Q2 2018.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.