ESSEX INVESTMENT MANAGEMENT CO LLC EVR — EVERCORE PARTNERS INC COMMON

Ownership history in ESSEX INVESTMENT MANAGEMENT CO LLC  ·  64 quarters on record

AI Ownership Summary

ESSEX INVESTMENT MANAGEMENT CO LLC reported EVERCORE PARTNERS INC COMMON (EVR) in 64 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.55% in 2024 Q3. The latest visible filing shows EVR at 0.32% 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 ESSEX INVESTMENT MANAGEMENT CO LLC's position in EVERCORE PARTNERS INC COMMON, 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 Q3

EVR was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 ESSEX INVESTMENT MANAGEMENT CO LLC fund profile ESSEX INVESTMENT MANAGEMENT CO LLC full holdings
How ESSEX INVESTMENT MANAGEMENT CO LLC 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 Q3 REDUCED — — — 8,293 -280 -3.3% 0.32% $2.1M 2026-10-19 $247.96
2026 Q2 REDUCED — — — 8,573 -366 -4.1% 0.38% $2.9M 2026-08-06 $309.38
2026 Q1 ADDED — — — 8,939 +170 +1.9% 0.42% $2.7M 2026-05-11 $333.50
2025 Q4 REDUCED — — — 8,769 -189 -2.1% 0.45% $3.0M 2026-02-13 $319.65
2025 Q3 REDUCED 15.2% +3.2% ❌ 8,958 -1,603 -15.2% 0.46% $3.0M 2025-11-06 $299.60
2025 Q2 REDUCED — — — 10,561 -73 -0.7% 0.52% $2.9M 2025-08-12 $303.77
2025 Q1 REDUCED — — — 10,634 -87 -0.8% 0.44% $2.1M 2025-05-07 $204.29
2024 Q4 REDUCED 13.6% -27.7% ✅ 10,721 -1,686 -13.6% 0.53% $3.0M 2025-02-07 $269.96
2024 Q3 ADDED — — — 12,407 +34 +0.3% 0.55% $3.1M 2024-10-10 $247.15
2024 Q2 REDUCED — — — 12,373 -385 -3.0% 0.48% $2.6M 2024-08-12 $222.95
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVR

As of 2026 Q3 — sorted by position size

BRAUN STACEY ASSOCIATES INC 3Y 7Y 0.71% Artemis Investment Management LLP 3Y 7Y 0.22% Great Diamond Partners, LLC 3Y 0.21% STACKSTONE WEALTH, LLC 0.21% Legacy Wealth Asset Management, LLC 3Y 0.2% Y-Intercept (Hong Kong) Ltd 3Y 0.19% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.16% Castellan Group 3Y 0.11% Whalen Wealth Management Inc. 0.1% Essential Partners LLC 0.09%

FAQ About ESSEX INVESTMENT MANAGEMENT CO LLC and EVR

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

How long has ESSEX INVESTMENT MANAGEMENT CO LLC reported owning EVR?

ESSEX INVESTMENT MANAGEMENT CO LLC reported EVR across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported EVR position in ESSEX INVESTMENT MANAGEMENT CO LLC's portfolio?

The largest reported portfolio weight for EVR was 0.55% in 2024 Q3.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q3, when ESSEX INVESTMENT MANAGEMENT CO LLC reported 8,293 shares, equal to 0.32% of portfolio, with an estimated market value of $2.1M.

What does the chart on this EVR ownership page compare?

The chart compares ESSEX INVESTMENT MANAGEMENT CO LLC'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 ESSEX INVESTMENT MANAGEMENT CO LLC time their EVR position?

Based on 13F filing dates vs. subsequent EVR price moves, ESSEX INVESTMENT MANAGEMENT CO LLC correctly timed 30 out of 62 reported position changes (48%). The annualised alpha on EVR relative to SPY over the holding period was +2.1%.

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