Aviva

Aviva’s Evercore EVR Stock Holding History

Aviva’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	$832K	Sell	2,787 -468	-14%	-$153K	﹤0.01%	652
2025 Q4	$1.11M	Buy	3,255 +1,812	+126%	+$582K	﹤0.01%	659
2025 Q3	$487K	Sell	1,443 -515	-26%	-$161K	﹤0.01%	760
2025 Q2	$529K	Sell	1,958 -893	-31%	-$196K	﹤0.01%	700
2025 Q1	$569K	Buy	2,851 +821	+40%	+$205K	﹤0.01%	761
2024 Q4	$563K	Buy	2,030 +261	+15%	+$73.9K	﹤0.01%	772
2024 Q3	$448K	Buy	+1,769	New	+$421K	﹤0.01%	821
2024 Q1	–	Sell	-2,666	Closed	-$456K	–	978
2023 Q4	$456K	Sell	2,666 -8,685	-77%	-$1.26M	﹤0.01%	876
2023 Q3	$1.57M	Buy	+11,351	New	+$1.54M	0.01%	649
2023 Q2	–	Sell	-14,323	Closed	-$1.65M	–	980
2023 Q1	$1.65M	Sell	14,323 -14,897	-51%	-$1.85M	0.01%	694
2022 Q4	$3.19M	Buy	+29,220	New	+$3.05M	0.02%	646
2022 Q3	–	Sell	-6,453	Closed	-$604K	–	1020
2022 Q2	$604K	Buy	6,453 +591	+10%	+$63K	﹤0.01%	1009
2022 Q1	$653K	Sell	5,862 -11,505	-66%	-$1.42M	﹤0.01%	1014
2021 Q4	$2.36M	Buy	17,367 +5,067	+41%	+$739K	0.01%	834
2021 Q3	$1.64M	Buy	+12,300	New	+$1.67M	0.01%	831

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