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EVR icon

Crewe Advisors’s Evercore EVR Stock Holding History

Crewe 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
Q1 		$896 Hold
3
– – ﹤0.01% 964
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 983
2025
Q3 		$1.01K Hold
3
– – ﹤0.01% 912
2025
Q2 		$811 Hold
3
– – ﹤0.01% 626
2025
Q1 		$600 Buy
3
+1
+50% +$249 ﹤0.01% 615
2024
Q4 		$555 Buy
2
+1
+100% +$283 ﹤0.01% 550
2024
Q3 		$254 Buy
+1
New +$238 ﹤0.01% 686
2023
Q2 		– Sell
-160
Closed -$18.5K – 921
2023
Q1 		$18.5K Hold
160
– – ﹤0.01% 448
2022
Q4 		$17.5K Hold
160
– – ﹤0.01% 443
2022
Q3 		$13K Hold
160
– – ﹤0.01% 582
2022
Q2 		$15K Buy
+160
New +$17K ﹤0.01% 493

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