Great Diamond Partners, LLC EVR — EVERCORE INC

Ownership history in Great Diamond Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Great Diamond Partners, LLC reported EVERCORE INC (EVR) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.68% in 2024 Q4. The latest visible filing shows EVR at 0.29% 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.

What this EVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Great Diamond Partners, LLC's position in EVERCORE INC, 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 Q2

EVR was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Great Diamond Partners, LLC fund profile Great Diamond Partners, LLC full holdings
How Great Diamond Partners, 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 Q2 ADDED — — — 4,871 +218 +4.7% 0.29% $1.7M 2026-07-17 $341.54
2026 Q1 ADDED — — — 4,653 +766 +19.7% 0.27% $1.4M 2026-05-12 $340.11
2025 Q4 ADDED — — — 3,887 +212 +5.8% 0.25% $1.3M 2026-02-06 $355.90
2025 Q3 ADDED — — — 3,675 +44 +1.2% 0.24% $1.2M 2025-10-20 $318.48
2025 Q2 REDUCED 61.9% +26.5% ❌ 3,631 -5,894 -61.9% 0.21% $980K 2025-08-13 $311.62
2025 Q1 ADDED — — — 9,525 +81 +0.9% 0.52% $1.9M 2025-05-13 $232.88
2024 Q4 REDUCED — — — 9,444 -14 -0.1% 0.68% $2.6M 2025-01-23 $279.75
2024 Q3 ADDED — — — 9,458 +6,198 +190.1% 0.61% $2.4M 2024-10-25 $255.43
2024 Q2 ADDED — — — 3,260 +6 +0.2% 0.16% $679K 2024-07-29 $239.58
2024 Q1 INITIATED — — — 3,254 — — 0.14% $627K 2024-05-08 $188.37

🏢 Other funds also holding EVR

As of 2026 Q2 — sorted by position size

PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.4% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.39% Radnor Capital Management, LLC 3Y 7Y 0.31% Legacy Wealth Asset Management, LLC 3Y 0.26% Net Worth Advisory Group 0.16% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.15% Bond & Devick Financial Network, Inc. 3Y 0.12% CX Institutional 3Y 7Y 0.11% New England Research & Management, Inc. 3Y 7Y 0.11% Sarasin & Partners LLP 3Y 7Y 0.1%

FAQ About Great Diamond Partners, 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 Great Diamond Partners, LLC reported owning EVR?

Great Diamond Partners, LLC reported EVR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EVR position in Great Diamond Partners, LLC's portfolio?

The largest reported portfolio weight for EVR was 0.68% in 2024 Q4.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2026 Q2, when Great Diamond Partners, LLC reported 4,871 shares, equal to 0.29% of portfolio, with an estimated market value of $1.7M.

What does the chart on this EVR ownership page compare?

The chart compares Great Diamond Partners, 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 Great Diamond Partners, LLC time their EVR position?

Based on 13F filing dates vs. subsequent EVR price moves, Great Diamond Partners, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on EVR relative to SPY over the holding period was +9.8%.

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