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Bell Investment Advisors’s Evercore EVR Stock Holding History

Bell Investment 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 		$36.4K Buy
122
+16
+15% +$5.24K 0.01% 305
2025
Q4 		$36.1K Hold
106
– – 0.01% 297
2025
Q3 		$35.8K Sell
106
-14
-12% -$4.39K 0.01% 291
2025
Q2 		$32.4K Buy
120
+7
+6% +$1.54K 0.01% 308
2025
Q1 		$22.6K Buy
113
+3
+3% +$747 ﹤0.01% 358
2024
Q4 		$30.5K Hold
110
– – 0.01% 293
2024
Q3 		$27.9K Hold
110
– – 0.01% 327
2024
Q2 		$22.9K Hold
110
– – ﹤0.01% 368
2024
Q1 		$21.2K Hold
110
– – ﹤0.01% 369
2023
Q4 		$18.8K Hold
110
– – ﹤0.01% 370
2023
Q3 		$15.2K Sell
110
-6
-5% -$814 ﹤0.01% 378
2023
Q2 		$14.3K Sell
116
-2
-2% -$230 ﹤0.01% 393
2023
Q1 		$13.6K Hold
118
– – ﹤0.01% 397
2022
Q4 		$12.9K Buy
118
+11
+10% +$1.15K ﹤0.01% 405
2022
Q3 		$9K Buy
107
+17
+19% +$1.61K ﹤0.01% 443
2022
Q2 		$8K Buy
+90
New +$9.59K ﹤0.01% 493
2021
Q4 		$10K Sell
73
-31
-30% -$4.52K ﹤0.01% 491
2021
Q3 		$14K Buy
+104
New +$14.1K ﹤0.01% 367

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