Wolverine Trading’s Evercore EVR Stock Holding History

Wolverine Trading’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	-9,092	Closed	-$2M	–	4979
2025 Q1	$1.81M	Buy	+9,092	New	+$2.27M	﹤0.01%	1707
2024 Q1	–	Sell	-2,806	Closed	-$480K	–	4712
2023 Q4	$480K	Buy	+2,806	New	+$406K	﹤0.01%	2997
2021 Q3	–	Sell	-3,189	Closed	-$433K	–	6429
2021 Q2	$439K	Sell	3,189 -48	-1%	-$6.71K	﹤0.01%	3874
2021 Q1	$425K	Buy	3,237 +293	+10%	+$35.8K	﹤0.01%	3951
2020 Q4	$323K	Buy	+2,944	New	+$262K	﹤0.01%	3663
2019 Q1	–	Sell	-4,459	Closed	-$315K	–	4722
2018 Q4	$315K	Buy	4,459 +1,694	+61%	+$139K	﹤0.01%	3130
2018 Q3	$278K	Buy	+2,765	New	+$298K	﹤0.01%	3829
2018 Q1	–	Sell	-2,237	Closed	-$211K	–	5282
2017 Q4	$201K	Sell	2,237 -345	-13%	-$28.8K	﹤0.01%	4146
2017 Q3	$207K	Buy	+2,582	New	+$194K	﹤0.01%	3761
2017 Q2	–	Sell	-3,450	Closed	-$268K	–	4434
2017 Q1	$268K	Sell	3,450 -5,603	-62%	-$435K	﹤0.01%	3169
2016 Q4	$622K	Buy	+9,053	New	+$557K	﹤0.01%	2369

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wolverine Trading's EVR Position: Q2 2025 in Review

Wolverine Trading sold out of Evercore (EVR) in Q2 2025, closing a stake of 9,092 shares — an estimated $2M sold.

Wolverine Trading first reported a position in EVR in Q4 2016 and held it in 11 quarters. The position peaked at $1.81M in Q1 2025. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Wolverine Trading reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Wolverine Trading sold 9,092 Evercore shares in Q2 2025, an estimated $2M.
Wolverine Trading first reported a position in Evercore in Q4 2016 and held it in 11 quarters.
Wolverine Trading's Evercore position peaked at $1.81M in Q1 2025.
565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Wolverine Trading's 13F filing for Q2 2025, filed 18 Aug 2025.