EI
EVR icon

EAM Investors’s Evercore EVR Stock Holding History

EAM Investors’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
2025
Q1 		– Sell
-16,664
Closed -$4.62M – 284
2024
Q4 		$4.62M Sell
16,664
-382
-2% -$108K 0.65% 52
2024
Q3 		$4.32M Buy
17,046
+6,162
+57% +$1.47M 0.65% 56
2024
Q2 		$2.27M Sell
10,884
-10,573
-49% -$2.06M 0.37% 136
2024
Q1 		$4.13M Buy
21,457
+323
+2% +$58.4K 0.64% 55
2023
Q4 		$3.61M Buy
+21,134
New +$3.06M 0.64% 66
2017
Q2 		– Sell
-42,755
Closed -$3.33M – 316
2017
Q1 		$3.33M Sell
42,755
-2,811
-6% -$218K 0.52% 55
2016
Q4 		$3.13M Buy
+45,566
New +$2.8M 0.42% 82
2016
Q2 		– Sell
-50,823
Closed -$2.63M – 322
2016
Q1 		$2.63M Buy
+50,823
New +$2.43M 0.41% 95

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return