Ownership history in Edgestream Partners, L.P. · 9 quarters on record
This page tracks every 13F SEC filing in which Edgestream Partners, L.P. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 25,565 | +11,384 | +80.3% | 0.25% | $8.6M | $335.56 |
| 2025 Q2 | ADDED | 14,181 | +9,383 | +195.6% | 0.11% | $3.8M | $267.92 |
| 2025 Q1 | REDUCED | 4,798 | -22,932 | -82.7% | 0.03% | $958K | $197.46 |
| 2024 Q4 | ADDED | 27,730 | +18,948 | +215.8% | 0.33% | $7.7M | $273.13 |
| 2024 Q2 | REDUCED | 8,782 | -14,015 | -61.5% | 0.09% | $1.8M | $204.17 |
| 2024 Q1 | ADDED | 22,797 | +15,495 | +212.2% | 0.22% | $4.4M | $187.91 |
| 2023 Q4 | ADDED | 7,302 | +5,538 | +313.9% | 0.09% | $1.2M | $166.19 |
| 2023 Q2 | REDUCED | 1,764 | -9,936 | -84.9% | 0.02% | $218K | $118.76 |
| 2022 Q3 | INITIATED | 11,700 | — | — | 0.07% | $962K | $77.53 |
As of 2025 Q4 — sorted by position size