ZIM
EVR icon

Zacks Investment Management’s Evercore EVR Stock Holding History

Zacks Investment 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
2026
Q1 		$5.15M Sell
17,242
-882
-5% -$289K 0.04% 223
2025
Q4 		$6.17M Sell
18,124
-4,183
-19% -$1.34M 0.05% 205
2025
Q3 		$7.52M Buy
22,307
+3,502
+19% +$1.1M 0.06% 187
2025
Q2 		$5.08M Buy
+18,805
New +$4.14M 0.04% 213
2022
Q2 		– Sell
-22,554
Closed -$2.51M – 589
2022
Q1 		$2.51M Sell
22,554
-100
-0.4% -$12.3K 0.03% 258
2021
Q4 		$3.08M Buy
22,654
+605
+3% +$88.2K 0.04% 244
2021
Q3 		$2.95M Buy
22,049
+237
+1% +$32.2K 0.05% 243
2021
Q2 		$3.07M Sell
21,812
-739
-3% -$103K 0.05% 238
2021
Q1 		$2.97M Buy
22,551
+1,748
+8% +$213K 0.05% 221
2020
Q4 		$2.28M Buy
20,803
+1,484
+8% +$132K 0.04% 239
2020
Q3 		$1.26M Buy
19,319
+3,741
+24% +$227K 0.03% 283
2020
Q2 		$918K Sell
15,578
-13,079
-46% -$711K 0.02% 310
2020
Q1 		$1.32M Sell
28,657
-28,098
-50% -$1.88M 0.03% 251
2019
Q4 		$4.24M Sell
56,755
-7,896
-12% -$602K 0.08% 165
2019
Q3 		$5.18M Buy
64,651
+1,215
+2% +$101K 0.1% 144
2019
Q2 		$5.62M Sell
63,436
-34,972
-36% -$3.11M 0.12% 142
2019
Q1 		$8.96M Buy
98,408
+33,116
+51% +$2.91M 0.19% 110
2018
Q4 		$4.67M Buy
+65,292
New +$5.36M 0.11% 141
2018
Q3 		– Sell
-25,235
Closed -$2.66M – 548
2018
Q2 		$2.66M Buy
25,235
+1,045
+4% +$108K 0.06% 227
2018
Q1 		$2.11M Buy
24,190
+1,486
+7% +$140K 0.05% 252
2017
Q4 		$2.04M Buy
22,704
+1,056
+5% +$88.1K 0.04% 261
2017
Q3 		$1.74M Sell
21,648
-1,169
-5% -$87.9K 0.04% 269
2017
Q2 		$1.61M Buy
22,817
+2,568
+13% +$187K 0.04% 269
2017
Q1 		$1.58M Buy
+20,249
New +$1.57M 0.04% 267
2014
Q1 		– Sell
-9,034
Closed -$540K – 694
2013
Q4 		$540K Buy
+9,034
New +$481K 0.02% 357

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zacks Investment Management's EVR Position: Q1 2026 in Review

Zacks Investment Management reduced its Evercore (EVR) stake by 4.9% in Q1 2026, selling an estimated $289K and leaving 17,242 shares worth $5.15M. The position accounts for 0.04% of the portfolio, ranked #223.

Zacks Investment Management first reported a position in EVR in Q4 2013 and has held it in 25 quarters since. The position peaked at $8.96M in Q1 2019. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Zacks Investment Management held 17,242 shares of Evercore worth $5.15M as of Q1 2026.
  • Zacks Investment Management sold 882 Evercore shares in Q1 2026, an estimated $289K.
  • Evercore made up 0.04% of Zacks Investment Management's portfolio in Q1 2026, its #223 holding.
  • Zacks Investment Management first reported a position in Evercore in Q4 2013 and has held it in 25 quarters since.
  • Zacks Investment Management's Evercore position peaked at $8.96M in Q1 2019.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.