Central Trust Company’s Evercore EVR Stock Holding History

Central Trust Company’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	$191K	Sell	640 -49	-7%	-$16K	﹤0.01%	602
2025 Q4	$234K	Buy	689 +579	+526%	+$186K	﹤0.01%	554
2025 Q3	$37.1K	Buy	+110	New	+$34.5K	﹤0.01%	870
2024 Q1	–	Sell	-20	Closed	-$3.42K	–	1387
2023 Q4	$3.42K	Hold	20	–	–	﹤0.01%	1216
2023 Q3	$2.76K	Sell	20 -14	-41%	-$1.9K	﹤0.01%	1227
2023 Q2	$4.2K	Hold	34	–	–	﹤0.01%	1111
2023 Q1	$3.92K	Hold	34	–	–	﹤0.01%	1134
2022 Q4	$3.71K	Hold	34	–	–	﹤0.01%	1108
2022 Q3	$3K	Hold	34	–	–	﹤0.01%	1154
2022 Q2	$3K	Sell	34 -52	-60%	-$5.54K	﹤0.01%	1165
2022 Q1	$10K	Sell	86 -190	-69%	-$23.4K	﹤0.01%	1073
2021 Q4	$37K	Sell	276 -40	-13%	-$5.83K	﹤0.01%	841
2021 Q3	$42K	Sell	316 -251	-44%	-$34.1K	﹤0.01%	792
2021 Q2	$80K	Buy	567 +15	+3%	+$2.1K	﹤0.01%	667
2021 Q1	$73K	Sell	552 -175	-24%	-$21.4K	﹤0.01%	655
2020 Q4	$80K	Buy	+727	New	+$64.7K	﹤0.01%	627
2019 Q2	–	Sell	-150	Closed	-$14K	–	1143
2019 Q1	$14K	Buy	+150	New	+$13.2K	﹤0.01%	819
2017 Q3	–	Sell	-50	Closed	-$4K	–	1273
2017 Q2	$4K	Buy	+50	New	+$3.64K	﹤0.01%	1074

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