CJ
EVR icon

Caitlin John’s Evercore EVR Stock Holding History

Caitlin John’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 		$299 Hold
1
– – ﹤0.01% 883
2025
Q4 		$340 Sell
1
-14
-93% -$4.5K ﹤0.01% 875
2025
Q3 		$5.06K Buy
+15
New +$4.7K ﹤0.01% 589
2025
Q2 		– Sell
-2,759
Closed -$551K – 145
2025
Q1 		$551K Sell
2,759
-3,937
-59% -$981K 0.54% 51
2024
Q4 		$1.86M Buy
6,696
+204
+3% +$57.8K 1.26% 24
2024
Q3 		$1.96M Sell
6,492
-1,090
-14% -$259K 1.26% 22
2024
Q2 		$1.58M Sell
7,582
-1,874
-20% -$365K 1.15% 17
2024
Q1 		$1.82M Buy
9,456
+201
+2% +$36.4K 1.38% 9
2023
Q4 		$1.58M Buy
+9,255
New +$1.34M 1.29% 13

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