C
EVR icon

Covestor’s Evercore EVR Stock Holding History

Covestor’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 		$41K Sell
135
-87
-39% -$28.5K 0.03% 812
2025
Q4 		$75K Sell
222
-9
-4% -$2.89K 0.04% 721
2025
Q3 		$78K Buy
231
+113
+96% +$35.4K 0.04% 700
2025
Q2 		$32K Buy
118
+67
+131% +$14.7K 0.02% 1068
2025
Q1 		$10K Hold
51
– – 0.01% 1484
2024
Q4 		$14K Sell
51
-40
-44% -$11.3K 0.01% 1343
2024
Q3 		$23K Buy
91
+17
+23% +$4.05K 0.01% 1157
2024
Q2 		$15K Sell
74
-2
-3% -$389 0.01% 1305
2024
Q1 		$15K Sell
76
-2
-3% -$362 0.01% 1313
2023
Q4 		$13K Sell
78
-79
-50% -$11.4K 0.01% 1382
2023
Q3 		$22K Sell
157
-144
-48% -$19.5K 0.02% 1076
2023
Q2 		$37K Sell
301
-215
-42% -$24.7K 0.03% 897
2023
Q1 		$60K Sell
516
-1,089
-68% -$135K 0.05% 636
2022
Q4 		$175K Buy
1,605
+74
+5% +$7.72K 0.14% 158
2022
Q3 		$126K Buy
1,531
+475
+45% +$44.9K 0.11% 243
2022
Q2 		$99K Sell
1,056
-256
-20% -$27.3K 0.08% 416
2022
Q1 		$146K Buy
1,312
+884
+207% +$109K 0.1% 285
2021
Q4 		$58K Buy
+428
New +$62.4K 0.08% 450

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return