GIA
EVR icon

GHP Investment Advisors’s Evercore EVR Stock Holding History

GHP Investment Advisors’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 		$51.3K Buy
172
+127
+282% +$41.6K ﹤0.01% 544
2025
Q4 		$15.3K Hold
45
– – ﹤0.01% 682
2025
Q3 		$15.2K Hold
45
– – ﹤0.01% 664
2025
Q2 		$12.2K Hold
45
– – ﹤0.01% 693
2025
Q1 		$8.99K Hold
45
– – ﹤0.01% 705
2024
Q4 		$12.5K Hold
45
– – ﹤0.01% 670
2024
Q3 		$11.4K Buy
+45
New +$10.7K ﹤0.01% 702
2023
Q4 		– Sell
-45
Closed -$5.9K – 878
2023
Q3 		$5.9K Hold
45
– – ﹤0.01% 770
2023
Q2 		$6.22K Buy
+45
New +$5.18K ﹤0.01% 754
2022
Q4 		– Sell
-364
Closed -$30K – 942
2022
Q3 		$30K Buy
+364
New +$34.4K ﹤0.01% 534

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