Arax Advisory Partners’s Evercore EVR Stock Holding History

Arax Advisory Partners’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	$315K	Buy	1,050 +868	+477%	+$284K	0.01%	856
2025 Q4	$62K	Sell	182 -16,021	-99%	-$5.15M	﹤0.01%	1509
2025 Q3	$5.47M	Buy	16,203 +16,014	+8,473%	+$5.02M	0.08%	211
2025 Q2	$51K	Buy	189 +16	+9%	+$3.52K	﹤0.01%	1225
2025 Q1	$34.6K	Buy	173 +153	+765%	+$38.1K	﹤0.01%	1093
2024 Q4	$5.54K	Buy	20 +7	+54%	+$1.98K	﹤0.01%	1707
2024 Q3	$3.29K	Buy	13 +12	+1,200%	+$2.86K	﹤0.01%	1882
2024 Q2	$209	Buy	+1	New	+$195	﹤0.01%	2432
2022 Q4	–	Sell	-56	Closed	-$5K	–	1293
2022 Q3	$5K	Hold	56	–	–	﹤0.01%	792
2022 Q2	$5K	Sell	56 -4	-7%	-$426	﹤0.01%	772
2022 Q1	$7K	Sell	60 -5	-8%	-$615	﹤0.01%	701
2021 Q4	$9K	Buy	65 +4	+7%	+$583	﹤0.01%	679
2021 Q3	$8K	Hold	61	–	–	﹤0.01%	680
2021 Q2	$9K	Buy	+61	New	+$8.53K	﹤0.01%	677

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