EVR — EVERCORE PARTNERS INC

Ownership history in Caprock Group, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in EVERCORE PARTNERS INC (EVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2017 Q1)
Avg. % of fund
0.04%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,827 +45 +2.5% 0.01% $589K $335.56
2021 Q1 REDUCED 1,782 -1,903 -51.6% 0.03% $235K $120.09
2017 Q1 INITIATED 3,685 — — 0.07% $287K $64.27
% of Fund (quarterly)    EVR price (monthly, adj. close)

Other funds also holding EVR

As of 2025 Q4 — sorted by position size

Paralel Advisors LLC 3Y 3.97% Morse Asset Management, Inc 3Y 7Y 2.63% Azora Capital LP 3Y 7Y 2.53% Global Alpha Capital Management Ltd. 3Y 7Y 2.48% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 2.32% Nitorum Capital, L.P. 3Y 7Y 2.0% Channing Capital Management, LLC 3Y 7Y 1.92% CCM INVESTMENT ADVISERS LLC 3Y 7Y 1.82% CRAMER ROSENTHAL MCGLYNN LLC 3Y 7Y 1.82% QSV Equity Investors LLC 1.71%
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