BAHL & GAYNOR INC EVR — Evercore Partners Inc - Cl A

Ownership history in BAHL & GAYNOR INC  ·  46 quarters on record

AI Ownership Summary

BAHL & GAYNOR INC reported Evercore Partners Inc - Cl A (EVR) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2025 Q3. The latest visible filing shows EVR at 0.60% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAHL & GAYNOR INC's position in Evercore Partners Inc - Cl A, 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 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% 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
2023 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 BAHL & GAYNOR INC fund profile BAHL & GAYNOR INC full holdings
How BAHL & GAYNOR INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 401,833 -19,735 -4.7% 0.60% $120.0M 2026-05-07 $330.43
2025 Q4 REDUCED 5.1% -12.0% ✅ 421,568 -22,454 -5.1% 0.73% $143.4M 2026-02-12 $317.53
2025 Q3 REDUCED — — — 444,022 -20,570 -4.4% 0.74% $149.8M 2025-11-12 $318.67
2025 Q2 ADDED — — — 464,592 +17,056 +3.8% 0.63% $125.4M 2025-08-12 $304.70
2025 Q1 REDUCED — — — 447,536 -1,182 -0.3% 0.46% $89.4M 2025-05-14 $236.93
2024 Q4 ADDED — — — 448,718 +12,797 +2.9% 0.66% $124.4M 2025-02-06 $280.47
2024 Q3 ADDED — — — 435,921 +9,669 +2.3% 0.57% $110.4M 2024-11-12 $301.00
2024 Q2 ADDED — — — 426,252 +1,388 +0.3% 0.50% $88.8M 2024-08-07 $218.67
2024 Q1 REDUCED — — — 424,864 -16,434 -3.7% 0.46% $81.8M 2024-05-10 $190.99
2023 Q4 REDUCED 15.2% +11.1% ❌ 441,298 -78,924 -15.2% 0.45% $75.5M 2024-02-02 $171.37
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVR

As of 2026 Q1 — sorted by position size

PEREGRINE INVESTMENT MANAGEMENT INC 4.98% Paralel Advisors LLC 3Y 3.72% Morse Asset Management, Inc 3Y 7Y 2.39% Global Alpha Capital Management Ltd. 3Y 7Y 2.13% Cander Asset Management LP 1.91% Longaeva Partners L.P. 1.74% Nitorum Capital, L.P. 3Y 7Y 1.63% CCM INVESTMENT ADVISERS LLC 3Y 7Y 1.57% Element Squared LLC 1.33% HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1.28%

FAQ About BAHL & GAYNOR INC and EVR

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

How long has BAHL & GAYNOR INC reported owning EVR?

BAHL & GAYNOR INC reported EVR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EVR position in BAHL & GAYNOR INC's portfolio?

The largest reported portfolio weight for EVR was 0.74% in 2025 Q3.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q1, when BAHL & GAYNOR INC reported 401,833 shares, equal to 0.60% of portfolio, with an estimated market value of $120.0M.

What does the chart on this EVR ownership page compare?

The chart compares BAHL & GAYNOR INC'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 BAHL & GAYNOR INC time their EVR position?

Based on 13F filing dates vs. subsequent EVR price moves, BAHL & GAYNOR INC correctly timed 21 out of 45 reported position changes (47%). The annualised alpha on EVR relative to SPY over the holding period was +6.1%.

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