EVR — EVERCORE PARTNERS INC CLASS A

Ownership history in PRELUDE CAPITAL MANAGEMENT, LLC  ·  27 quarters on record

AI Ownership Summary

PRELUDE CAPITAL MANAGEMENT, LLC reported EVERCORE PARTNERS INC CLASS A (EVR) in 27 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows EVR at 0.02% 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 PRELUDE CAPITAL MANAGEMENT, LLC's position in EVERCORE PARTNERS INC CLASS A, 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
2025 Q3

EVR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 2025 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 PRELUDE CAPITAL MANAGEMENT, LLC fund profile PRELUDE CAPITAL MANAGEMENT, LLC full holdings
How PRELUDE CAPITAL MANAGEMENT, LLC held EVR — position size vs. price
% of Fund (quarterly)    EVR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 909 +17 +1.9% 0.02% $307K 2025-11-14 $306.15
2025 Q2 REDUCED 892 -862 -49.1% 0.02% $241K 2025-08-14 $310.97
2024 Q4 ADDED 1,754 +505 +40.4% 0.03% $486K 2025-02-14 $265.37
2024 Q2 REDUCED 1,249 -540 -30.2% 0.02% $260K 2024-08-14 $232.13
2024 Q1 REDUCED 1,789 -2,306 -56.3% 0.02% $345K 2024-05-15 $195.42
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVR

As of 2026 Q1 — sorted by position size

Artemis Investment Management LLP 3Y 7Y 0.87% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.4% Legacy Wealth Asset Management, LLC 3Y 0.27% Washington Trust Advisors, Inc. 3Y 0.16% Bond & Devick Financial Network, Inc. 3Y 0.12% CX Institutional 3Y 7Y 0.1% PRIVATE CLIENT SERVICES, LLC 0.09% Sarasin & Partners LLP 3Y 7Y 0.09% Planned Solutions, Inc. 3Y 0.08% Centurion Wealth Management LLC 3Y 0.07%

FAQ About PRELUDE CAPITAL MANAGEMENT, 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 PRELUDE CAPITAL MANAGEMENT, LLC reported owning EVR?

PRELUDE CAPITAL MANAGEMENT, LLC reported EVR across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported EVR position in PRELUDE CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EVR was 0.03% in 2024 Q4.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2025 Q3, when PRELUDE CAPITAL MANAGEMENT, LLC reported 909 shares, equal to 0.02% of portfolio, with an estimated market value of $307K.

What does the chart on this EVR ownership page compare?

The chart compares PRELUDE CAPITAL MANAGEMENT, 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.

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