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
2025 Q2 REDUCED 1,200 -780,986 -99.8% 0.00% $324K $267.92
2025 Q1 ADDED 782,186 +778,786 +22905.5% 0.03% $156.2M $197.46
2025 Q1 REDUCED 3,400 -178,545 -98.1% 0.00% $679K $197.46
2024 Q4 ADDED 181,945 +127,642 +235.1% 0.01% $50.4M $273.13
2024 Q3 ADDED 54,303 +8,965 +19.8% 0.00% $13.8M $248.98
2024 Q2 ADDED 45,338 +1,980 +4.6% 0.00% $9.4M $204.17
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EVR price (monthly, adj. close)
← Back to UBS Group AG Holdings