EVR β€” EVERCORE PARTNERS INC CLASS A

Ownership history in PEAK6 Group LLC  Β·  50 quarters on record

This page tracks every 13F SEC filing in which PEAK6 Group LLC reported a position in EVERCORE PARTNERS INC CLASS A (EVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2014 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2009 Q1
πŸ“… Last filed
2018 Q2
⏱ Quarters held
50

Position Intelligence

PEAK6 Group LLC Γ— EVR AI Analytics

πŸ“ˆ PEAK6 Group LLC outperformed the S&P 500 by +10.5% annually on this EVR position. Timing score: 51% (24/47 decisions correct). Average cost basis: $44.30. Maximum drawdown during holding period: –31.8%.

πŸ“ˆ Position Alpha vs SPY
+10.5%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.5% per year on this position.
49 quarters analyzed

⏱️ Timing Score
51%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
24 of 47 add/trim decisions correct

πŸ’° Entry Quality
$44.30
+100.9% vs current ($89.01)

Best entry: $10.59 (2009 Q1)  Β·  Worst: $89.01 (2018 Q2)

πŸ›‘οΈ Drawdown Resilience
–31.8%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
52%
buy-side decisions

25 adds Β· 23 trims. Bought during 4 of 11 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    EVR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2018 Q2 ADDED 35,900 +33,700 +1531.8% 0.02% $3.8M $89.01
2018 Q2 REDUCED 2,200 -285 -11.5% 0.00% $232K $89.01
2018 Q1 REDUCED 2,485 -43,115 -94.6% 0.00% $217K $73.27
2018 Q1 ADDED 45,600 +36,100 +380.0% 0.02% $4.0M $73.27
2018 Q1 REDUCED 9,500 -9,300 -49.5% 0.00% $828K $73.27
2017 Q4 ADDED 18,800 +1,000 +5.6% 0.01% $1.7M $75.31
2017 Q2 REDUCED 17,800 -27,600 -60.8% 0.01% $1.3M $58.45
2017 Q2 ADDED 45,400 +35,774 +371.6% 0.02% $3.2M $58.45
2017 Q1 REDUCED 9,626 -19,474 -66.9% 0.01% $750K $64.27
2017 Q1 ADDED 29,100 +20,200 +227.0% 0.02% $2.3M $64.27
40 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EVR

As of 2025 Q4 β€” 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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