Cassady Schiller Wealth Management’s Evercore EVR Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$1.39K	Buy	+5	New	+$1.42K	﹤0.01%	695

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Cassady Schiller Wealth Management's EVR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Evercore (EVR) in Q4 2024: 5 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings.

583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

Cassady Schiller Wealth Management held 5 shares of Evercore worth $1.39K as of Q4 2024.
Evercore was a new Cassady Schiller Wealth Management position in Q4 2024.
Evercore made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #695 holding.
583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.