CIM
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Contravisory Investment Management’s Evercore EVR Stock Holding History

Contravisory Investment 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
2025
Q2 		– Sell
-93
Closed -$18.6K – 396
2025
Q1 		$18.6K Hold
93
– – ﹤0.01% 310
2024
Q4 		$25.8K Sell
93
-16
-15% -$4.53K 0.01% 261
2024
Q3 		$27.6K Hold
109
– – 0.01% 251
2024
Q2 		$22.7K Sell
109
-50
-31% -$9.73K 0.01% 249
2024
Q1 		$30.6K Hold
159
– – 0.01% 252
2023
Q4 		$27.2K Buy
+159
New +$23K 0.01% 234
2022
Q1 		– Sell
-1,571
Closed -$213K – 349
2021
Q4 		$213K Buy
1,571
+229
+17% +$33.4K 0.06% 183
2021
Q3 		$179K Buy
+1,342
New +$182K 0.05% 183
2018
Q1 		– Sell
-21
Closed -$2K – 369
2017
Q4 		$2K Hold
21
– – ﹤0.01% 325
2017
Q3 		$2K Buy
+21
New +$1.58K ﹤0.01% 353

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State Street
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TD Asset Management
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AQR Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return