WAM
EVR icon

Weiss Asset Management’s Evercore EVR Stock Holding History

Weiss Asset 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
Q1 		– Sell
-1,523
Closed -$422K – 441
2024
Q4 		$422K Buy
+1,523
New +$431K 0.01% 481
2022
Q2 		– Sell
-11,338
Closed -$1.26M – 694
2022
Q1 		$1.26M Buy
+11,338
New +$1.39M 0.03% 505

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Weiss Asset Management's EVR Position: Q1 2025 in Review

Weiss Asset Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 1,523 shares — an estimated $422K sold.

Weiss Asset Management first reported a position in EVR in Q1 2022 and held it in 2 quarters. The position peaked at $1.26M in Q1 2022. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Weiss Asset Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 1,523 Evercore shares in Q1 2025, an estimated $422K.
  • Weiss Asset Management first reported a position in Evercore in Q1 2022 and held it in 2 quarters.
  • Weiss Asset Management's Evercore position peaked at $1.26M in Q1 2022.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.