Jefferies Group's EVR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1,241 shares of Evercore Inc. (EVR) worth $370,450, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in EVR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 34,128 shares. Largest reduction occurred in Q2 2025, reducing 34,355 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Evercore (EVR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evercore (EVR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -7,036 | Reduce 85.01% | 1,241 | $298.51 |
| Q4 2025 | +7,405 | Add 849.20% | 8,277 | $340.25 |
| Q3 2025 | +76 | Add 9.55% | 872 | $337.32 |
| Q2 2025 | -34,355 | Reduce 97.74% | 796 | $270.02 |
| Q1 2025 | +34,128 | Add 3336.07% | 35,151 | $199.72 |
| Q4 2024 | -686 | Reduce 40.14% | 1,023 | $277.19 |
| Q3 2024 | +1,709 | New Buy | 1,709 | $253.34 |
| Q1 2024 | -1,612 | Sold Out | 0 | $0.00 |
| Q4 2023 | +1,612 | New Buy | 1,612 | $171.05 |
| Q3 2023 | -1,641 | Sold Out | 0 | $0.00 |
| Q2 2023 | +1,641 | New Buy | 1,641 | $123.59 |
Jefferies Group's Evercore Investment FAQs
Jefferies Group first purchased Evercore Inc. (EVR) in Q2 2023, acquiring 1,641 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Evercore Inc. (EVR) for 11 quarters since Q2 2023.
Jefferies Group's largest addition to Evercore Inc. (EVR) was in Q1 2025, adding 35,151 shares worth $7.02 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,241 shares of Evercore Inc. (EVR), valued at approximately $370,450.
As of the Q1 2026 filing, Evercore Inc. (EVR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Evercore Inc. (EVR) was 35,151 shares, as reported at the end of Q1 2025.