EIP
EVR icon

Epoch Investment Partners’s Evercore EVR Stock Holding History

Epoch Investment Partners’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 		$13.3M Sell
44,475
-9,432
-17% -$3.09M 0.08% 204
2025
Q4 		$18.3M Sell
53,907
-2,861
-5% -$920K 0.1% 185
2025
Q3 		$19.1M Buy
56,768
+46
+0.1% +$14.4K 0.11% 181
2025
Q2 		$15.3M Sell
56,722
-80,337
-59% -$17.7M 0.08% 190
2025
Q1 		$27.4M Buy
137,059
+76,408
+126% +$19M 0.14% 173
2024
Q4 		$16.8M Sell
60,651
-210,314
-78% -$59.6M 0.08% 184
2024
Q3 		$68.6M Buy
270,965
+9,116
+3% +$2.17M 0.31% 127
2024
Q2 		$54.6M Buy
261,849
+8,421
+3% +$1.64M 0.25% 143
2024
Q1 		$48.8M Sell
253,428
-101,037
-29% -$18.3M 0.22% 168
2023
Q4 		$60.6M Buy
354,465
+74,317
+27% +$10.8M 0.28% 138
2023
Q3 		$38.6M Buy
280,148
+86,909
+45% +$11.8M 0.25% 138
2023
Q2 		$23.9M Buy
193,239
+88,378
+84% +$10.2M 0.14% 192
2023
Q1 		$12.1M Buy
104,861
+2,668
+3% +$332K 0.07% 249
2022
Q4 		$11.1M Sell
102,193
-4,767
-4% -$498K 0.07% 263
2022
Q3 		$8.8M Sell
106,960
-1,951
-2% -$184K 0.06% 267
2022
Q2 		$10.2M Buy
108,911
+68,406
+169% +$7.29M 0.06% 256
2022
Q1 		$4.51M Buy
+40,505
New +$4.98M 0.02% 314

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