Chuck Royce's EVR Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 126,617 shares of Evercore Inc. (EVR) worth $37.8 M, representing 0.37% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in EVR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 380,024 shares. Largest reduction occurred in Q3 2013, reducing 174,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Evercore (EVR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evercore (EVR) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +30,669 | Add 31.96% | 126,617 | $298.51 |
| Q4 2025 | -27,385 | Reduce 22.20% | 95,948 | $340.25 |
| Q3 2025 | -22,752 | Reduce 15.57% | 123,333 | $337.32 |
| Q2 2025 | +111,885 | Add 327.15% | 146,085 | $270.02 |
| Q1 2025 | -39,350 | Reduce 53.50% | 34,200 | $199.72 |
| Q4 2024 | -27,374 | Reduce 27.12% | 73,550 | $277.19 |
| Q3 2024 | -7,057 | Reduce 6.54% | 100,924 | $253.34 |
| Q2 2024 | -13,205 | Reduce 10.90% | 107,981 | $208.43 |
| Q1 2024 | +16,207 | Add 15.44% | 121,186 | $192.59 |
| Q4 2023 | +17,138 | Add 19.51% | 104,979 | $171.05 |
| Q3 2023 | -11,446 | Reduce 11.53% | 87,841 | $137.88 |
| Q2 2023 | -1,368 | Reduce 1.36% | 99,287 | $123.59 |
| Q1 2023 | -4,019 | Reduce 3.84% | 100,655 | $115.38 |
| Q4 2022 | +8,838 | Add 9.22% | 104,674 | $109.08 |
| Q3 2022 | -3,144 | Reduce 3.18% | 95,836 | $82.26 |
| Q2 2022 | -31,429 | Reduce 24.10% | 98,980 | $93.61 |
| Q1 2022 | -6,420 | Reduce 4.69% | 130,409 | $111.32 |
| Q4 2021 | -11,985 | Reduce 8.05% | 136,829 | $135.85 |
| Q3 2021 | -65,202 | Reduce 30.47% | 148,814 | $133.67 |
| Q2 2021 | -89,100 | Reduce 29.39% | 214,016 | $140.77 |
| Q1 2021 | -16,205 | Reduce 5.07% | 303,116 | $131.74 |
| Q4 2020 | -50,883 | Reduce 13.74% | 319,321 | $109.64 |
| Q3 2020 | -10,542 | Reduce 2.77% | 370,204 | $65.46 |
| Q2 2020 | -142,674 | Reduce 27.26% | 380,746 | $58.92 |
| Q1 2020 | +380,024 | Add 265.02% | 523,420 | $46.06 |
| Q4 2019 | +30,396 | Add 26.90% | 143,396 | $74.76 |
| Q3 2019 | +113,000 | New Buy | 113,000 | $80.10 |
| Q3 2016 | -11,300 | Sold Out | 0 | $0.00 |
| Q2 2016 | -23,000 | Reduce 67.06% | 11,300 | $44.16 |
| Q1 2016 | -1,800 | Reduce 4.99% | 34,300 | $51.75 |
| Q4 2015 | +3,900 | Add 12.11% | 36,100 | $54.07 |
| Q3 2015 | -1,700 | Reduce 5.01% | 32,200 | $50.25 |
| Q1 2015 | +33,900 | New Buy | 33,900 | $51.65 |
| Q4 2013 | -93,000 | Sold Out | 0 | $0.00 |
| Q3 2013 | -174,000 | Reduce 65.17% | 93,000 | $49.23 |
| Q2 2013 | +267,000 | Add 0.00% | 267,000 | $39.28 |
Chuck Royce's Evercore Investment FAQs
Chuck Royce first purchased Evercore Inc. (EVR) in Q2 2013, acquiring 267,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Evercore Inc. (EVR) for 37 quarters since Q2 2013.
Chuck Royce's largest addition to Evercore Inc. (EVR) was in Q1 2020, adding 523,420 shares worth $24.11 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 126,617 shares of Evercore Inc. (EVR), valued at approximately $37.8 M.
As of the Q1 2026 filing, Evercore Inc. (EVR) represents approximately 0.37% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Evercore Inc. (EVR) was 523,420 shares, as reported at the end of Q1 2020.