EVR — EVERCORE INC

Ownership history in Centric Wealth Management  ·  14 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in EVERCORE 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
1.26% (2024 Q3)
Avg. % of fund
0.9%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,840 -507 -3.3% 1.11% $5.3M $339.38
2025 Q3 REDUCED 15,347 -192 -1.2% 1.01% $4.5M $335.56
2025 Q2 ADDED 15,539 +236 +1.5% 1.10% $4.6M $267.92
2025 Q1 ADDED 15,303 +440 +3.0% 0.80% $3.1M $197.46
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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