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Atlas Capital Advisors’s Evercore EVR Stock Holding History

Atlas 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 		$3.58K Hold
12
– – ﹤0.01% 852
2025
Q4 		$4.08K Buy
+12
New +$3.86K ﹤0.01% 812
2025
Q2 		$3.24K Sell
12
-13
-52% -$2.86K ﹤0.01% 841
2025
Q1 		$4.99K Buy
25
+13
+108% +$3.24K ﹤0.01% 851
2024
Q4 		$3.33K Sell
12
-19
-61% -$5.38K ﹤0.01% 844
2024
Q3 		$7.85K Buy
31
+19
+158% +$4.52K ﹤0.01% 746
2024
Q2 		$2.5K Sell
12
-19
-61% -$3.7K ﹤0.01% 818
2024
Q1 		$5.97K Buy
+31
New +$5.61K ﹤0.01% 752

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