WCM
EVR icon

Wedge Capital Management’s Evercore EVR Stock Holding History

Wedge Capital 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
2024
Q3 		– Sell
-19,479
Closed -$4.06M – 505
2024
Q2 		$4.06M Sell
19,479
-17,403
-47% -$3.39M 0.07% 226
2024
Q1 		$7.1M Sell
36,882
-8,180
-18% -$1.48M 0.12% 191
2023
Q4 		$7.71M Sell
45,062
-4,148
-8% -$601K 0.14% 177
2023
Q3 		$6.79M Sell
49,210
-43,862
-47% -$5.95M 0.13% 181
2023
Q2 		$11.5M Sell
93,072
-31,667
-25% -$3.64M 0.18% 176
2023
Q1 		$14.4M Sell
124,739
-39,789
-24% -$4.95M 0.24% 142
2022
Q4 		$17.9M Sell
164,528
-18,023
-10% -$1.88M 0.29% 132
2022
Q3 		$15M Sell
182,551
-6,611
-3% -$625K 0.25% 145
2022
Q2 		$17.7M Buy
189,162
+1,317
+0.7% +$140K 0.28% 144
2022
Q1 		$20.9M Buy
187,845
+15,179
+9% +$1.87M 0.28% 146
2021
Q4 		$23.5M Sell
172,666
-18,681
-10% -$2.72M 0.29% 135
2021
Q3 		$25.6M Sell
191,347
-28,433
-13% -$3.86M 0.33% 138
2021
Q2 		$30.9M Sell
219,780
-77,920
-26% -$10.9M 0.38% 104
2021
Q1 		$39.2M Sell
297,700
-117,709
-28% -$14.4M 0.47% 64
2020
Q4 		$45.5M Sell
415,409
-162,297
-28% -$14.4M 0.53% 52
2020
Q3 		$37.8M Buy
577,706
+574,255
+16,640% +$34.9M 0.51% 56
2020
Q2 		$203K Buy
+3,451
New +$188K ﹤0.01% 473
2020
Q1 		– Sell
-3,158
Closed -$236K – 545
2019
Q4 		$236K Buy
3,158
+270
+9% +$20.6K ﹤0.01% 514
2019
Q3 		$231K Sell
2,888
-2,046
-41% -$170K ﹤0.01% 522
2019
Q2 		$437K Buy
+4,934
New +$439K 0.01% 478

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
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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wedge Capital Management's EVR Position: Q3 2024 in Review

Wedge Capital Management sold out of Evercore (EVR) in Q3 2024, closing a stake of 19,479 shares — an estimated $4.06M sold.

Wedge Capital Management first reported a position in EVR in Q2 2019 and held it in 20 quarters. The position peaked at $45.5M in Q4 2020. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Wedge Capital Management reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Wedge Capital Management sold 19,479 Evercore shares in Q3 2024, an estimated $4.06M.
  • Wedge Capital Management first reported a position in Evercore in Q2 2019 and held it in 20 quarters.
  • Wedge Capital Management's Evercore position peaked at $45.5M in Q4 2020.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Wedge Capital Management's 13F filing for Q3 2024, filed 11 Oct 2024.