Fred Alger Management’s Evercore EVR Stock Holding History

Fred Alger 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
2025 Q1	–	Sell	-18,090	Closed	-$5.01M	–	436
2024 Q4	$5.01M	Buy	+18,090	New	+$5.12M	0.02%	243
2017 Q2	–	Sell	-2,762	Closed	-$215K	–	556
2017 Q1	$215K	Buy	+2,762	New	+$214K	﹤0.01%	382
2016 Q2	–	Sell	-59,324	Closed	-$3.07M	–	536
2016 Q1	$3.07M	Sell	59,324 -4,844	-8%	-$231K	0.02%	298
2015 Q4	$3.47M	Sell	64,168 -27,932	-30%	-$1.51M	0.02%	290
2015 Q3	$4.63M	Sell	92,100 -6,160	-6%	-$337K	0.03%	277
2015 Q2	$5.3M	Sell	98,260 -30,362	-24%	-$1.55M	0.02%	299
2015 Q1	$6.64M	Sell	128,622 -31,168	-20%	-$1.58M	0.03%	310
2014 Q4	$8.37M	Sell	159,790 -151,228	-49%	-$7.57M	0.04%	287
2014 Q3	$14.6M	Sell	311,018 -64,866	-17%	-$3.36M	0.07%	202
2014 Q2	$21.7M	Buy	+375,884	New	+$20.6M	0.11%	171

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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