Ken Fisher's EVR Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 424,719 shares of Evercore Inc. (EVR) worth $126.78 M, representing 0.04% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in EVR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 313,463 shares. Largest reduction occurred in Q4 2019, reducing 117,749 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Evercore (EVR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Evercore (EVR) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +104,914 | Add 32.81% | 424,719 | $298.51 |
| Q4 2025 | -5,374 | Reduce 1.65% | 319,805 | $340.25 |
| Q3 2025 | +5,406 | Add 1.69% | 325,179 | $337.32 |
| Q2 2025 | -35,446 | Reduce 9.98% | 319,773 | $270.02 |
| Q1 2025 | +35,952 | Add 11.26% | 355,219 | $199.72 |
| Q4 2024 | -961 | Reduce 0.30% | 319,267 | $277.19 |
| Q3 2024 | +18,375 | Add 6.09% | 320,228 | $253.34 |
| Q2 2024 | -5,896 | Reduce 1.92% | 301,853 | $208.43 |
| Q1 2024 | +2,185 | Add 0.72% | 307,749 | $192.59 |
| Q4 2023 | -55,702 | Reduce 15.42% | 305,564 | $171.05 |
| Q3 2023 | -21,203 | Reduce 5.54% | 361,266 | $137.88 |
| Q2 2023 | +26,539 | Add 7.46% | 382,469 | $123.59 |
| Q1 2023 | -15,805 | Reduce 4.25% | 355,930 | $115.38 |
| Q4 2022 | +313,463 | Add 537.93% | 371,735 | $109.08 |
| Q3 2022 | -4,184 | Reduce 6.70% | 58,272 | $82.25 |
| Q2 2022 | +159 | Add 0.26% | 62,456 | $93.62 |
| Q1 2022 | +2,273 | Add 3.79% | 62,297 | $111.32 |
| Q4 2021 | +14,689 | Add 32.40% | 60,024 | $135.85 |
| Q3 2021 | -2,651 | Reduce 5.52% | 45,335 | $133.67 |
| Q2 2021 | +2,484 | Add 5.46% | 47,986 | $140.77 |
| Q1 2021 | +5,352 | Add 13.33% | 45,502 | $131.73 |
| Q4 2020 | +27,502 | Add 217.44% | 40,150 | $109.64 |
| Q3 2020 | -14 | Reduce 0.11% | 12,648 | $65.46 |
| Q2 2020 | +30 | Add 0.24% | 12,662 | $58.92 |
| Q1 2020 | -36 | Reduce 0.28% | 12,632 | $46.07 |
| Q4 2019 | -117,749 | Reduce 90.29% | 12,668 | $74.76 |
| Q3 2019 | +74,943 | Add 135.10% | 130,417 | $80.10 |
| Q2 2019 | +7,082 | Add 14.63% | 55,474 | $88.56 |
| Q1 2019 | -4,537 | Reduce 8.57% | 48,392 | $91.01 |
| Q4 2018 | -722 | Reduce 1.35% | 52,929 | $71.57 |
| Q3 2018 | +1,169 | Add 2.23% | 53,651 | $100.56 |
| Q2 2018 | -3,197 | Reduce 5.74% | 52,482 | $105.45 |
| Q1 2018 | -5,179 | Reduce 8.51% | 55,679 | $87.20 |
| Q4 2017 | -4,983 | Reduce 7.57% | 60,858 | $90.00 |
| Q3 2017 | +993 | Add 1.53% | 65,841 | $80.25 |
| Q2 2017 | -5,841 | Reduce 8.26% | 64,848 | $70.50 |
| Q1 2017 | +70,689 | New Buy | 70,689 | $77.90 |
Ken Fisher's Evercore Investment FAQs
Ken Fisher first purchased Evercore Inc. (EVR) in Q1 2017, acquiring 70,689 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Evercore Inc. (EVR) for 37 quarters since Q1 2017.
Ken Fisher's largest addition to Evercore Inc. (EVR) was in Q4 2022, adding 371,735 shares worth $40.55 M.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 424,719 shares of Evercore Inc. (EVR), valued at approximately $126.78 M.
As of the Q1 2026 filing, Evercore Inc. (EVR) represents approximately 0.04% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Evercore Inc. (EVR) was 424,719 shares, as reported at the end of Q1 2026.