Evercore Wealth Management’s Crocs CROX Stock Holding History

Evercore Wealth Management’s Portfolio CROX Stock Details CROX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53M	Sell	638,147 -127	-0%	-$10.9K	0.83%	35
2025 Q4	$54.6M	Sell	638,274 -97,955	-13%	-$8.19M	0.8%	34
2025 Q3	$61.5M	Sell	736,229 -57,995	-7%	-$5.29M	0.9%	32
2025 Q2	$80.4M	Sell	794,224 -1,656	-0.2%	-$169K	1.25%	29
2025 Q1	$84.5M	Buy	795,880 +56,771	+8%	+$5.88M	1.36%	26
2024 Q4	$81M	Buy	739,109 +60,730	+9%	+$7.07M	1.21%	29
2024 Q3	$98.2M	Buy	678,379 +45,927	+7%	+$6.27M	1.47%	27
2024 Q2	$92.3M	Buy	632,452 +8,920	+1%	+$1.25M	1.45%	25
2024 Q1	$89.7M	Buy	623,532 +26,417	+4%	+$3.01M	1.41%	31
2023 Q4	$55.8M	Buy	597,115 +85,462	+17%	+$7.89M	0.94%	36
2023 Q3	$45.1M	Buy	+511,653	New	+$52.6M	0.85%	39
2016 Q1	–	Sell	-150	Closed	-$2K	–	950
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	974
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	924
2015 Q2	$2K	Hold	150	–	–	﹤0.01%	1025
2015 Q1	$2K	Hold	150	–	–	﹤0.01%	961
2014 Q4	$2K	Hold	150	–	–	﹤0.01%	841
2014 Q3	$2K	Buy	+150	New	+$2.25K	﹤0.01%	912

Other funds holding CROX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WIT Partners Advisory Singapore $342M AUM 8.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return