CANY
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Caxton Associates (New York)’s Evercore EVR Stock Holding History

Caxton Associates (New York)’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
2022
Q4 		– Sell
-5,134
Closed -$422K – 503
2022
Q3 		$422K Buy
+5,134
New +$485K 0.06% 274
2022
Q2 		– Sell
-2,394
Closed -$267K – 605
2022
Q1 		$267K Hold
2,394
– – 0.02% 386
2021
Q4 		$325K Hold
2,394
– – 0.03% 393
2021
Q3 		$320K Sell
2,394
-1,725
-42% -$234K 0.04% 302
2021
Q2 		$580K Hold
4,119
– – 0.06% 147
2021
Q1 		$543K Buy
+4,119
New +$503K 0.05% 149
2020
Q1 		– Sell
-6,111
Closed -$457K – 452
2019
Q4 		$457K Buy
6,111
+211
+4% +$16.1K 0.06% 190
2019
Q3 		$473K Buy
+5,900
New +$489K 0.09% 140
2017
Q4 		– Sell
-5,900
Closed -$473K – 389
2017
Q3 		$473K Sell
5,900
-500
-8% -$37.6K 0.02% 354
2017
Q2 		$451K Buy
+6,400
New +$465K 0.02% 375

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return