Bayesian Capital Management’s Evercore EVR Stock Holding History

Bayesian Capital Management’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 Q2	–	Sell	-2,563	Closed	-$512K	–	645
2025 Q1	$512K	Buy	+2,563	New	+$639K	0.08%	288
2024 Q4	–	Sell	-800	Closed	-$203K	–	778
2024 Q3	$203K	Buy	+800	New	+$190K	0.02%	563
2024 Q1	–	Sell	-2,200	Closed	-$376K	–	873
2023 Q4	$376K	Sell	2,200 -3,500	-61%	-$507K	0.04%	447
2023 Q3	$786K	Buy	+5,700	New	+$774K	0.09%	265
2023 Q2	–	Sell	-11,376	Closed	-$1.31M	–	866
2023 Q1	$1.31M	Buy	11,376 +7,776	+216%	+$966K	0.16%	190
2022 Q4	$393K	Buy	+3,600	New	+$376K	0.06%	415
2022 Q3	–	Sell	-6,101	Closed	-$571K	–	790
2022 Q2	$571K	Sell	6,101 -2,900	-32%	-$309K	0.11%	294
2022 Q1	$1M	Buy	+9,001	New	+$1.11M	0.15%	208
2021 Q3	–	Sell	-4,841	Closed	-$681K	–	431
2021 Q2	$681K	Buy	+4,841	New	+$677K	0.18%	147
2018 Q4	–	Sell	-9,500	Closed	-$955K	–	655
2018 Q3	$955K	Buy	+9,500	New	+$1.02M	0.16%	186

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

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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