Yorktown Management & Research Company’s Evercore EVR Stock Holding History

Yorktown Management & Research Company’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	-2,375	Closed	-$474K	–	217
2025 Q1	$474K	Hold	2,375	–	–	0.52%	66
2024 Q4	$658K	Hold	2,375	–	–	0.63%	41
2024 Q3	$602K	Hold	2,375	–	–	0.62%	50
2024 Q2	$495K	Hold	2,375	–	–	0.53%	67
2024 Q1	$457K	Hold	2,375	–	–	0.44%	78
2023 Q4	$406K	Hold	2,375	–	–	0.42%	94
2023 Q3	$327K	Hold	2,375	–	–	0.37%	121
2023 Q2	$294K	Hold	2,375	–	–	0.32%	157
2023 Q1	$274K	Hold	2,375	–	–	0.3%	151
2022 Q4	$259K	Buy	+2,375	New	+$248K	0.32%	161
2018 Q4	–	Sell	-3,500	Closed	-$352K	–	328
2018 Q3	$352K	Hold	3,500	–	–	0.1%	214
2018 Q2	$369K	Hold	3,500	–	–	0.11%	198
2018 Q1	$305K	Hold	3,500	–	–	0.09%	262
2017 Q4	$315K	Hold	3,500	–	–	0.09%	257
2017 Q3	$281K	Hold	3,500	–	–	0.07%	283
2017 Q2	$247K	Hold	3,500	–	–	0.08%	240
2017 Q1	$273K	Hold	3,500	–	–	0.07%	207
2016 Q4	$240K	Sell	3,500 -1,500	-30%	-$92.2K	0.06%	277
2016 Q3	$258K	Hold	5,000	–	–	0.06%	200
2016 Q2	$221K	Hold	5,000	–	–	0.05%	256
2016 Q1	$259K	Hold	5,000	–	–	0.05%	268
2015 Q4	$270K	Hold	5,000	–	–	0.05%	285
2015 Q3	$251K	Buy	+5,000	New	+$274K	0.04%	332

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

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

Yorktown Management & Research Company's EVR Position: Q2 2025 in Review

Yorktown Management & Research Company sold out of Evercore (EVR) in Q2 2025, closing a stake of 2,375 shares — an estimated $474K sold.

Yorktown Management & Research Company first reported a position in EVR in Q3 2015 and held it in 23 quarters. The position peaked at $658K in Q4 2024. 565 funds tracked by Wall St. Rank hold EVR as of Q2 2025.

Yorktown Management & Research Company reported no remaining Evercore position as of Q2 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 2,375 Evercore shares in Q2 2025, an estimated $474K.
Yorktown Management & Research Company first reported a position in Evercore in Q3 2015 and held it in 23 quarters.
Yorktown Management & Research Company's Evercore position peaked at $658K in Q4 2024.
565 funds tracked by Wall St. Rank held Evercore as of Q2 2025.

Based on Yorktown Management & Research Company's 13F filing for Q2 2025, filed 4 Aug 2025.