YIH
EVR icon

Y-Intercept (HK)’s Evercore EVR Stock Holding History

Y-Intercept (HK)’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
-9,563
Closed -$1.91M – 1730
2025
Q1 		$1.91M Buy
9,563
+2,475
+35% +$617K 0.13% 200
2024
Q4 		$1.96M Buy
+7,088
New +$2.01M 0.13% 217
2023
Q2 		– Sell
-11,617
Closed -$1.34M – 1398
2023
Q1 		$1.34M Buy
+11,617
New +$1.44M 0.16% 185
2022
Q3 		– Sell
-6,990
Closed -$654K – 1061
2022
Q2 		$654K Buy
+6,990
New +$745K 0.09% 340

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

Y-Intercept (HK)'s EVR Position: Q2 2025 in Review

Y-Intercept (HK) sold out of Evercore (EVR) in Q2 2025, closing a stake of 9,563 shares — an estimated $1.91M sold.

Y-Intercept (HK) first reported a position in EVR in Q2 2022 and held it in 4 quarters. The position peaked at $1.96M in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

  • Y-Intercept (HK) reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 9,563 Evercore shares in Q2 2025, an estimated $1.91M.
  • Y-Intercept (HK) first reported a position in Evercore in Q2 2022 and held it in 4 quarters.
  • Y-Intercept (HK)'s Evercore position peaked at $1.96M in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.