Altshuler Shaham’s Evercore EVR Stock Holding History

Altshuler Shaham’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.18K	Buy	14 +1	+8%	+$327	﹤0.01%	305
2025 Q4	$4.42K	Hold	13	–	–	﹤0.01%	283
2025 Q3	$4.38K	Buy	+13	New	+$4.07K	﹤0.01%	268
2025 Q2	–	Sell	-17	Closed	-$3.4K	–	334
2025 Q1	$3.4K	Buy	17 +3	+21%	+$747	﹤0.01%	292
2024 Q4	$3.88K	Sell	14 -2	-13%	-$567	﹤0.01%	298
2024 Q3	$4.05K	Buy	+16	New	+$3.81K	﹤0.01%	236
2022 Q2	–	Sell	-1,264	Closed	-$141K	–	483
2022 Q1	$141K	Buy	1,264 +146	+13%	+$18K	﹤0.01%	250
2021 Q4	$152K	Buy	1,118 +206	+23%	+$30K	﹤0.01%	272
2021 Q3	$123K	Buy	912 +497	+120%	+$67.5K	﹤0.01%	296
2021 Q2	$58K	Buy	+415	New	+$58K	﹤0.01%	414

Other funds holding EVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return