EVR — EVERCORE PARTNERS INC

Ownership history in UBS Group AG · 55 quarters on record

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

Peak position

0.03% (2025 Q1)

Avg. % of fund

0.0%

First filed

2014 Q4

Last filed

2025 Q4

Quarters held

55

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	351,784	-50,908	-12.6%	0.02%	$119.7M	$339.38
2025 Q3	ADDED	402,692	+402,392	+134130.7%	0.02%	$135.8M	$335.56
2025 Q3	REDUCED	300	-185,022	-99.8%	0.00%	$101K	$335.56
2025 Q2	ADDED	185,322	+184,122	+15343.5%	0.01%	$50.0M	$267.92

% of Fund (quarterly) EVR price (monthly, adj. close)

Other funds also holding EVR

As of 2025 Q4 — 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%

← Back to UBS Group AG Holdings