DWA
EVR icon

Dorsey Wright & Associates’s Evercore EVR Stock Holding History

Dorsey Wright & Associates’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 		$6.9M Buy
23,101
+10,634
+85% +$3.48M 0.85% 39
2025
Q4 		$4.76M Sell
12,467
-776
-6% -$249K 1.03% 36
2025
Q3 		$4.47M Buy
13,243
+11,709
+763% +$3.67M 1% 34
2025
Q2 		$414K Sell
1,534
-33,393
-96% -$7.34M 0.1% 109
2025
Q1 		$6.98M Sell
34,927
-8,895
-20% -$2.22M 1.78% 10
2024
Q4 		$12.1M Buy
43,822
+599
+1% +$170K 2.9% 3
2024
Q3 		$10.9M Buy
43,223
+13,707
+46% +$3.26M 2.59% 3
2024
Q2 		$6.15M Buy
29,516
+375
+1% +$73K 1.6% 12
2024
Q1 		$5.61M Buy
+29,141
New +$5.27M 1.46% 14
2021
Q3 		– Sell
-17,820
Closed -$2.51M – 296
2021
Q2 		$2.51M Buy
17,820
+233
+1% +$32.6K 0.53% 90
2021
Q1 		$2.32K Sell
17,587
-805
-4% -$98.3K 0.03% 240
2020
Q4 		$2.02M Buy
+18,392
New +$1.64M 0.3% 100

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