Bridgewater Associates’s Evercore EVR Stock Holding History

Bridgewater Associates’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	$27M	Sell	90,438 -17,987	-17%	-$5.89M	0.12%	121
2025 Q4	$36.9M	Buy	108,425 +37,142	+52%	+$11.9M	0.13%	121
2025 Q3	$24M	Buy	71,283 +66,540	+1,403%	+$20.9M	0.09%	176
2025 Q2	$1.28M	Sell	4,743 -40,543	-90%	-$8.92M	0.01%	456
2025 Q1	$9.04M	Buy	45,286 +12,031	+36%	+$3M	0.04%	274
2024 Q4	$9.22M	Buy	33,255 +8,492	+34%	+$2.41M	0.04%	268
2024 Q3	$6.27M	Buy	24,763 +6,872	+38%	+$1.64M	0.04%	337
2024 Q2	$3.73M	Sell	17,891 -55,618	-76%	-$10.8M	0.02%	414
2024 Q1	$14.2M	Sell	73,509 -6,903	-9%	-$1.25M	0.07%	208
2023 Q4	$13.8M	Buy	80,412 +21,058	+35%	+$3.05M	0.08%	197
2023 Q3	$8.18M	Buy	59,354 +41,438	+231%	+$5.63M	0.05%	268
2023 Q2	$2.21M	Buy	+17,916	New	+$2.06M	0.01%	447
2022 Q3	–	Sell	-62,877	Closed	-$5.89M	–	916
2022 Q2	$5.89M	Buy	+62,877	New	+$6.7M	0.02%	452

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