CFO
EVR icon

CVA Family Office’s Evercore EVR Stock Holding History

CVA Family Office’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 		$28.1K Buy
94
+32
+52% +$10.5K ﹤0.01% 722
2025
Q4 		$21.1K Hold
62
– – ﹤0.01% 687
2025
Q3 		$20.9K Hold
62
– – ﹤0.01% 683
2025
Q2 		$16.7K Hold
62
– – ﹤0.01% 726
2025
Q1 		$12.4K Buy
62
+7
+13% +$1.74K ﹤0.01% 763
2024
Q4 		$15.2K Hold
55
– – ﹤0.01% 721
2024
Q3 		$13.9K Hold
55
– – ﹤0.01% 712
2024
Q2 		$11.5K Buy
55
+15
+38% +$2.92K ﹤0.01% 722
2024
Q1 		$7.7K Hold
40
– – ﹤0.01% 785
2023
Q4 		$6.84K Buy
+40
New +$5.79K ﹤0.01% 777
2023
Q3 		– Sell
-40
Closed -$4.94K – 469
2023
Q2 		$4.94K Hold
40
– – ﹤0.01% 809
2023
Q1 		$4.62K Hold
40
– – ﹤0.01% 786
2022
Q4 		$4.36K Hold
40
– – ﹤0.01% 750
2022
Q3 		$3K Buy
40
+15
+60% +$1.42K ﹤0.01% 775
2022
Q2 		$2K Buy
+25
New +$2.66K ﹤0.01% 827
2021
Q2 		– Sell
-5
Closed -$1K – 955
2021
Q1 		$1K Buy
+5
New +$611 ﹤0.01% 749

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