APPLETON PARTNERS INC/MA EVR — EVERCORE INC

Ownership history in APPLETON PARTNERS INC/MA  ·  6 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported EVERCORE INC (EVR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2025 Q3. The latest visible filing shows EVR at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA's position in EVERCORE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EVR was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVR stock page APPLETON PARTNERS INC/MA fund profile APPLETON PARTNERS INC/MA full holdings
How APPLETON PARTNERS INC/MA held EVR — position size vs. price
% of Fund (quarterly)    EVR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 31,925 +1,221 +4.0% 0.66% $10K 2026-04-28 $340.51
2025 Q4 ADDED — — — 30,704 +66 +0.2% 0.69% $10.4M 2026-01-09 $368.06
2025 Q3 ADDED — — — 30,638 +258 +0.8% 0.69% $10.3M 2025-11-05 $301.90
2025 Q2 REDUCED 13.1% +26.5% ❌ 30,380 -4,597 -13.1% 0.58% $8.2M 2025-07-22 $294.65
2025 Q1 ADDED — — — 34,977 +3,553 +11.3% 0.54% $7.0M 2025-04-22 $182.17
2024 Q4 INITIATED — — — 31,424 — — 0.64% $8.7M 2025-01-28 $282.47

🏢 Other funds also holding EVR

As of 2026 Q1 — sorted by position size

PEREGRINE INVESTMENT MANAGEMENT INC 4.98% Element Squared LLC 1.33% BRAUN STACEY ASSOCIATES INC 3Y 7Y 1.07% Stephens Investment Management Group LLC 3Y 7Y 1.06% SRH ADVISORS, LLC 3Y 7Y 0.98% Artemis Investment Management LLP 3Y 7Y 0.87% Legend Financial Advisors, Inc. 3Y 0.62% Monument Capital Management 3Y 7Y 0.54% Leeward Investments, LLC - MA 3Y 0.53% DGS Capital Management, LLC 3Y 0.44%

FAQ About APPLETON PARTNERS INC/MA and EVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has APPLETON PARTNERS INC/MA reported owning EVR?

APPLETON PARTNERS INC/MA reported EVR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EVR position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for EVR was 0.69% in 2025 Q3.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q1, when APPLETON PARTNERS INC/MA reported 31,925 shares, equal to 0.66% of portfolio, with an estimated market value of $10K.

What does the chart on this EVR ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly EVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did APPLETON PARTNERS INC/MA time their EVR position?

Based on 13F filing dates vs. subsequent EVR price moves, APPLETON PARTNERS INC/MA correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on EVR relative to SPY over the holding period was +0.7%.

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