Dana Investment Advisors’s Evercore EVR Stock Holding History

Dana Investment 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	$2.03M	Buy	6,807 +603	+10%	+$197K	0.06%	308
2025 Q4	$2.11M	Sell	6,204 -298	-5%	-$95.8K	0.06%	284
2025 Q3	$2.19M	Sell	6,502 -1,322	-17%	-$414K	0.06%	279
2025 Q2	$2.11M	Sell	7,824 -457	-6%	-$101K	0.07%	275
2025 Q1	$1.65M	Buy	8,281 +1,144	+16%	+$285K	0.06%	304
2024 Q4	$1.98M	Sell	7,137 -1,061	-13%	-$301K	0.07%	296
2024 Q3	$2.08M	Sell	8,198 -29	-0.4%	-$6.9K	0.07%	289
2024 Q2	$1.71M	Buy	8,227 +17	+0.2%	+$3.31K	0.06%	309
2024 Q1	$1.58M	Sell	8,210 -1,023	-11%	-$185K	0.05%	322
2023 Q4	$1.58M	Sell	9,233 -263	-3%	-$38.1K	0.08%	187
2023 Q3	$1.31M	Sell	9,496 -4,590	-33%	-$623K	0.07%	202
2023 Q2	$1.74M	Sell	14,086 -289	-2%	-$33.2K	0.09%	165
2023 Q1	$1.66M	Sell	14,375 -1,739	-11%	-$216K	0.08%	168
2022 Q4	$1.76M	Buy	16,114 +1,657	+11%	+$173K	0.09%	143
2022 Q3	$1.19M	Buy	14,457 +298	+2%	+$28.2K	0.07%	194
2022 Q2	$1.32M	Buy	14,159 +9,263	+189%	+$987K	0.07%	192
2022 Q1	$545K	Buy	+4,896	New	+$602K	0.03%	263

Other funds holding EVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return