Axiom Investors’s Evercore EVR Stock Holding History

Axiom Investors’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
2025 Q1	–	Sell	-8,009	Closed	-$2.22M	–	144
2024 Q4	$2.22M	Buy	+8,009	New	+$2.27M	0.02%	122
2018 Q4	–	Sell	-21,632	Closed	-$2.17M	–	135
2018 Q3	$2.17M	Sell	21,632 -25,618	-54%	-$2.76M	0.06%	112
2018 Q2	$4.98M	Sell	47,250 -5,660	-11%	-$584K	0.15%	82
2018 Q1	$4.61M	Sell	52,910 -13,007	-20%	-$1.23M	0.11%	92
2017 Q4	$5.93M	Buy	65,917 +24,891	+61%	+$2.08M	0.15%	81
2017 Q3	$3.29M	Buy	41,026 +7,278	+22%	+$547K	0.07%	103
2017 Q2	$2.38M	Sell	33,748 -36,981	-52%	-$2.69M	0.06%	117
2017 Q1	$5.51M	Sell	70,729 -26,839	-28%	-$2.08M	0.14%	72
2016 Q4	$6.7M	Buy	+97,568	New	+$6M	0.19%	67
2014 Q4	–	Sell	-31,330	Closed	-$1.47M	–	163
2014 Q3	$1.47M	Sell	31,330 -8,570	-21%	-$444K	0.04%	121
2014 Q2	$2.3M	Sell	39,900 -200	-0.5%	-$11K	0.05%	102
2014 Q1	$2.22M	Sell	40,100 -14,800	-27%	-$847K	0.05%	103
2013 Q4	$3.28M	Buy	54,900 +4,400	+9%	+$234K	0.09%	89
2013 Q3	$2.49M	Buy	+50,500	New	+$2.32M	0.08%	87

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return