CFD
EVR icon

Creative Financial Designs’s Evercore EVR Stock Holding History

Creative Financial Designs’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 		$2.39K Hold
8
– – ﹤0.01% 1748
2025
Q4 		$2.72K Hold
8
– – ﹤0.01% 1643
2025
Q3 		$2.7K Hold
8
– – ﹤0.01% 1656
2025
Q2 		$2.16K Hold
8
– – ﹤0.01% 1675
2025
Q1 		$1.6K Buy
+8
New +$1.99K ﹤0.01% 1706
2024
Q4 		– Sell
-149
Closed -$37.7K – 1803
2024
Q3 		$37.7K Hold
149
– – ﹤0.01% 867
2024
Q2 		$31.1K Buy
+149
New +$29K ﹤0.01% 888
2021
Q4 		– Sell
-105
Closed -$14K – 1284
2021
Q3 		$14K Hold
105
– – ﹤0.01% 940
2021
Q2 		$15K Hold
105
– – ﹤0.01% 930
2021
Q1 		$14K Hold
105
– – ﹤0.01% 863
2020
Q4 		$12K Hold
105
– – ﹤0.01% 823
2020
Q3 		$7K Hold
105
– – ﹤0.01% 869
2020
Q2 		$6K Buy
+105
New +$5.71K ﹤0.01% 841

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