Hancock Whitney’s Evercore EVR Stock Holding History

Hancock Whitney’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	$2.34M	Buy	7,284 +79	+1%	+$25.9K	0.04%	290
2025 Q4	$2.45M	Buy	7,205 +40	+0.6%	+$12.9K	0.04%	267
2025 Q3	$2.42M	Sell	7,165 -3,145	-31%	-$986K	0.04%	269
2025 Q2	$2.78M	Buy	10,310 +98	+1%	+$21.6K	0.05%	237
2025 Q1	$2.04M	Sell	10,212 -928	-8%	-$231K	0.07%	201
2024 Q4	$3.09M	Sell	11,140 -2,019	-15%	-$572K	0.1%	146
2024 Q3	$3.33M	Sell	13,159 -727	-5%	-$173K	0.11%	135
2024 Q2	$2.89M	Sell	13,886 -195	-1%	-$37.9K	0.1%	145
2024 Q1	$2.71M	Sell	14,081 -8,526	-38%	-$1.54M	0.09%	157
2023 Q4	$3.87M	Buy	22,607 +1,977	+10%	+$286K	0.14%	121
2023 Q3	$2.84M	Buy	20,630 +10,340	+100%	+$1.4M	0.12%	141
2023 Q2	$1.27M	Buy	+10,290	New	+$1.18M	0.05%	266
2019 Q3	–	Sell	-21,317	Closed	-$1.89M	–	834
2019 Q2	$1.89M	Sell	21,317 -3,513	-14%	-$313K	0.06%	315
2019 Q1	$2.26M	Buy	24,830 +1,821	+8%	+$160K	0.07%	282
2018 Q4	$1.65M	Sell	23,009 -3,749	-14%	-$308K	0.06%	334
2018 Q3	$2.69M	Buy	+26,758	New	+$2.88M	0.08%	282

Other funds holding EVR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return