SEC 13F Intelligence

Castellan Group / EVR

Castellan Group’s Evercore Inc Position

Does Castellan Group own Evercore Inc (EVR)? Not currently — the last reported position was 24.5K shares worth $3M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2023
Shares
24.5K
% of Portfolio
+1.93%
Quarters Held
2
position exited

Position History EVR

Reported value by quarter
Q3 ’21: $2MQ3 ’21Q1 ’23: $3MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202324.5K$3M+1.93%
Q3 202116.1K$2M+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Castellan Group’s full portfolio or all institutional holders of EVR.