Voloridge Investment Management
EVR icon

Voloridge Investment Management’s Evercore EVR Stock Holding History

Voloridge Investment 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
Q2 		– Sell
-95,210
Closed -$19M – 1232
2025
Q1 		$19M Buy
+95,210
New +$23.7M 0.07% 379
2023
Q2 		– Sell
-22,557
Closed -$2.6M – 1418
2023
Q1 		$2.6M Buy
+22,557
New +$2.8M 0.01% 904
2022
Q4 		– Sell
-5,870
Closed -$483K – 1494
2022
Q3 		$483K Buy
+5,870
New +$555K ﹤0.01% 1270
2022
Q2 		– Sell
-190,812
Closed -$21.2M – 1487
2022
Q1 		$21.2M Buy
190,812
+85,383
+81% +$10.5M 0.12% 240
2021
Q4 		$14.3M Buy
105,429
+6,600
+7% +$962K 0.08% 361
2021
Q3 		$13.2M Buy
98,829
+4,614
+5% +$627K 0.09% 331
2021
Q2 		$13.3M Buy
94,215
+55,595
+144% +$7.77M 0.09% 301
2021
Q1 		$5.09M Buy
38,620
+9,070
+31% +$1.11M 0.04% 527
2020
Q4 		$3.24M Buy
+29,550
New +$2.63M 0.03% 577
2020
Q3 		– Sell
-4,474
Closed -$264K – 1312
2020
Q2 		$264K Buy
+4,474
New +$243K ﹤0.01% 1157
2020
Q1 		– Sell
-24,813
Closed -$1.85M – 1176
2019
Q4 		$1.85M Buy
+24,813
New +$1.89M 0.04% 505
2019
Q1 		– Sell
-26,264
Closed -$1.88M – 965
2018
Q4 		$1.88M Buy
+26,264
New +$2.16M 0.09% 205
2018
Q3 		– Sell
-30,163
Closed -$3.18M – 347
2018
Q2 		$3.18M Buy
+30,163
New +$3.11M 0.09% 221
2017
Q1 		– Sell
-6,790
Closed -$466K – 545
2016
Q4 		$466K Buy
+6,790
New +$417K 0.01% 554

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Voloridge Investment Management's EVR Position: Q2 2025 in Review

Voloridge Investment Management sold out of Evercore (EVR) in Q2 2025, closing a stake of 95,210 shares — an estimated $19M sold.

Voloridge Investment Management first reported a position in EVR in Q4 2016 and held it in 14 quarters. The position peaked at $21.2M in Q1 2022. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Voloridge Investment Management reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 95,210 Evercore shares in Q2 2025, an estimated $19M.
  • Voloridge Investment Management first reported a position in Evercore in Q4 2016 and held it in 14 quarters.
  • Voloridge Investment Management's Evercore position peaked at $21.2M in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Voloridge Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.