DGS Capital Management’s Evercore EVR Stock Holding History

DGS Capital Management’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	$2.7M	Buy	9,031 +764	+9%	+$250K	0.44%	38
2025 Q4	$2.81M	Buy	8,267 +927	+13%	+$298K	0.48%	33
2025 Q3	$2.48M	Buy	7,340 +401	+6%	+$126K	0.45%	36
2025 Q2	$1.87M	Buy	6,939 +446	+7%	+$98.1K	0.39%	45
2025 Q1	$1.3M	Buy	6,493 +143	+2%	+$35.6K	0.34%	54
2024 Q4	$1.76M	Sell	6,350 -47	-0.7%	-$13.3K	0.44%	38
2024 Q3	$1.62M	Buy	6,397 +79	+1%	+$18.8K	0.44%	35
2024 Q2	$1.32M	Buy	6,318 +83	+1%	+$16.2K	0.37%	40
2024 Q1	$1.2M	Buy	6,235 +85	+1%	+$15.4K	0.34%	48
2023 Q4	$1.05M	Sell	6,150 -15	-0.2%	-$2.17K	0.4%	42
2023 Q3	$850K	Buy	6,165 +152	+3%	+$20.6K	0.42%	51
2023 Q2	$743K	Buy	6,013 +233	+4%	+$26.8K	0.37%	59
2023 Q1	$667K	Sell	5,780 -71	-1%	-$8.82K	0.37%	57
2022 Q4	$638K	Buy	5,851 +1,611	+38%	+$168K	0.42%	52
2022 Q3	$349K	Sell	4,240 -282	-6%	-$26.7K	0.23%	97
2022 Q2	$423K	Buy	4,522 +1,916	+74%	+$204K	0.34%	66
2022 Q1	$290K	Buy	+2,606	New	+$321K	0.18%	121

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