EVR β€” EVERCORE INC

Ownership history in Shilanski & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

Shilanski & Associates, Inc. reported EVERCORE INC (EVR) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.75% in 2024 Q4. The latest visible filing shows EVR at 0.66% 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 Shilanski & Associates, Inc.'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
2025 Q2

EVR was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% 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 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.

How Shilanski & Associates, Inc. held EVR β€” position size vs. price
% of Fund (quarterly)    EVR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 8,563 -121 -1.4% 0.66% $2.3M 2025-08-01 $291.72
2025 Q1 ADDED 8,684 +227 +2.7% 0.54% $1.7M 2025-04-25 $195.34
2024 Q4 REDUCED 8,457 -297 -3.4% 0.75% $2.3M 2025-01-21 $283.38
2024 Q3 ADDED 8,754 +354 +4.2% 0.72% $2.2M 2024-11-12 $301.77
2024 Q2 REDUCED 8,400 -40 -0.5% 0.59% $1.8M 2024-07-18 $236.86
2024 Q1 INITIATED 8,440 β€” β€” 0.56% $1.6M 2024-04-11 $189.37

FAQ About Shilanski & Associates, Inc. and EVR

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

How long has Shilanski & Associates, Inc. reported owning EVR?

Shilanski & Associates, Inc. reported EVR across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported EVR position in Shilanski & Associates, Inc.'s portfolio?

The largest reported portfolio weight for EVR was 0.75% in 2024 Q4.

What is the latest reported EVR position on this page?

The most recent filing on this page is 2025 Q2, when Shilanski & Associates, Inc. reported 8,563 shares, equal to 0.66% of portfolio, with an estimated market value of $2.3M.

What does the chart on this EVR ownership page compare?

The chart compares Shilanski & Associates, Inc.'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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