BTW
EVR icon

Boston Trust Walden’s Evercore EVR Stock Holding History

Boston Trust Walden’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 		$18.3M Buy
+61,316
New +$20.1M 0.15% 186
2025
Q4 		– Sell
-35,729
Closed -$12.1M – 390
2025
Q3 		$12.1M Sell
35,729
-167,563
-82% -$52.5M 0.09% 197
2025
Q2 		$54.9M Buy
203,292
+39,263
+24% +$8.64M 0.39% 100
2025
Q1 		$32.8M Sell
164,029
-35,008
-18% -$8.72M 0.24% 156
2024
Q4 		$55.2M Sell
199,037
-32,156
-14% -$9.11M 0.39% 93
2024
Q3 		$58.6M Sell
231,193
-68,597
-23% -$16.3M 0.41% 95
2024
Q2 		$62.5M Sell
299,790
-208
-0.1% -$40.5K 0.46% 75
2024
Q1 		$57.8M Sell
299,998
-2,238
-0.7% -$405K 0.41% 93
2023
Q4 		$51.7M Buy
302,236
+2,188
+0.7% +$317K 0.39% 99
2023
Q3 		$41.4M Buy
300,048
+18,183
+6% +$2.47M 0.35% 105
2023
Q2 		$34.8M Buy
281,865
+8,241
+3% +$948K 0.29% 128
2023
Q1 		$31.6M Buy
273,624
+9,819
+4% +$1.22M 0.27% 135
2022
Q4 		$28.8M Sell
263,805
-2,505
-0.9% -$261K 0.25% 140
2022
Q3 		$21.9M Buy
266,310
+8,308
+3% +$786K 0.22% 160
2022
Q2 		$24.2M Buy
258,002
+4,391
+2% +$468K 0.23% 152
2022
Q1 		$28.2M Buy
253,611
+85,477
+51% +$10.5M 0.23% 149
2021
Q4 		$22.8M Buy
168,134
+37,817
+29% +$5.51M 0.18% 173
2021
Q3 		$17.4M Buy
+130,317
New +$17.7M 0.15% 178

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