Driehaus Capital Management’s Evercore EVR Stock Holding History

Driehaus 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	–	Sell	-86,785	Closed	-$29.5M	–	390
2025 Q4	$29.5M	Buy	86,785 +49,805	+135%	+$16M	0.2%	157
2025 Q3	$12.5M	Buy	+36,980	New	+$11.6M	0.09%	258
2025 Q2	–	Sell	-127,278	Closed	-$25.4M	–	443
2025 Q1	$25.4M	Sell	127,278 -125,454	-50%	-$31.3M	0.25%	124
2024 Q4	$70.1M	Buy	252,732 +11,877	+5%	+$3.36M	0.58%	40
2024 Q3	$61M	Buy	240,855 +59,422	+33%	+$14.1M	0.52%	54
2024 Q2	$37.8M	Sell	181,433 -22,879	-11%	-$4.45M	0.37%	87
2024 Q1	$39.3M	Sell	204,312 -45,006	-18%	-$8.14M	0.39%	73
2023 Q4	$42.6M	Buy	249,318 +39,060	+19%	+$5.65M	0.51%	47
2023 Q3	$29M	Buy	210,258 +98,541	+88%	+$13.4M	0.38%	81
2023 Q2	$13.8M	Buy	111,717 +517	+0.5%	+$59.5K	0.17%	183
2023 Q1	$12.8M	Buy	+111,200	New	+$13.8M	0.18%	185
2017 Q2	–	Sell	-22,774	Closed	-$1.77M	–	575
2017 Q1	$1.77M	Buy	22,774 +9,773	+75%	+$759K	0.06%	282
2016 Q4	$893K	Buy	+13,001	New	+$799K	0.03%	366
2014 Q3	–	Sell	-84,337	Closed	-$4.86M	–	556
2014 Q2	$4.86M	Buy	+84,337	New	+$4.63M	0.17%	182

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