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Waterway Wealth Management’s Evercore EVR Stock Holding History

Waterway 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
Q3 		– Sell
-1,688
Closed -$456K – 85
2025
Q2 		$456K Sell
1,688
-2,513
-60% -$553K 0.14% 64
2025
Q1 		$839K Buy
+4,201
New +$1.05M 0.35% 28

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waterway Wealth Management's EVR Position: Q3 2025 in Review

Waterway Wealth Management sold out of Evercore (EVR) in Q3 2025, closing a stake of 1,688 shares — an estimated $456K sold.

Waterway Wealth Management first reported a position in EVR in Q1 2025 and held it in 2 quarters. The position peaked at $839K in Q1 2025. 627 funds tracked by Wall St. Rank hold EVR as of Q3 2025.

  • Waterway Wealth Management reported no remaining Evercore position as of Q3 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 1,688 Evercore shares in Q3 2025, an estimated $456K.
  • Waterway Wealth Management first reported a position in Evercore in Q1 2025 and held it in 2 quarters.
  • Waterway Wealth Management's Evercore position peaked at $839K in Q1 2025.
  • 627 funds tracked by Wall St. Rank held Evercore as of Q3 2025.

Based on Waterway Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.