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Annis Gardner Whiting Capital Advisors’s Evercore EVR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.49K Hold
5
– – ﹤0.01% 1091
2025
Q4 		$1.7K Sell
5
-17
-77% -$5.46K ﹤0.01% 979
2025
Q3 		$7.42K Hold
22
– – ﹤0.01% 741
2025
Q2 		$5.94K Hold
22
– – ﹤0.01% 822
2025
Q1 		$4.39K Hold
22
– – ﹤0.01% 634
2024
Q4 		$6.1K Sell
22
-40
-65% -$11.3K ﹤0.01% 590
2024
Q3 		$15.7K Sell
62
-36
-37% -$8.57K ﹤0.01% 497
2024
Q2 		$20.4K Hold
98
– – 0.01% 566
2024
Q1 		$18.9K Buy
98
+76
+345% +$13.8K 0.01% 562
2023
Q4 		$3.76K Hold
22
– – ﹤0.01% 572
2023
Q3 		$3.03K Buy
+22
New +$2.99K ﹤0.01% 577

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return