CA
EVR icon

CoreCap Advisors’s Evercore EVR Stock Holding History

CoreCap Advisors’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
Q2 		$683 Sell
2
-47
-96% -$16.1K ﹤0.01% 2779
2026
Q1 		$14.7K Buy
49
+1
+2% +$327 ﹤0.01% 1796
2025
Q4 		$16.3K Sell
48
-1
-2% -$321 ﹤0.01% 1764
2025
Q3 		$16.5K Hold
49
– – ﹤0.01% 1742
2025
Q2 		$13.2K Sell
49
-49
-50% -$10.8K ﹤0.01% 1757
2025
Q1 		$19.6K Buy
98
+52
+113% +$13K ﹤0.01% 1541
2024
Q4 		$12.8K Buy
46
+33
+254% +$9.35K ﹤0.01% 1688
2024
Q3 		$3.29K Hold
13
– – ﹤0.01% 2077
2024
Q2 		$2.71K Buy
+13
New +$2.53K ﹤0.01% 1267

Other funds holding EVR

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return