Harbour Investments’s Evercore EVR Stock Holding History

Harbour Investments’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	$11.9K	Sell	39 -1	-3%	-$327	﹤0.01%	3173
2025 Q4	$13.6K	Sell	40 -1	-2%	-$321	﹤0.01%	2597
2025 Q3	$13.8K	Hold	41	–	–	﹤0.01%	2529
2025 Q2	$11.1K	Buy	41 +8	+24%	+$1.76K	﹤0.01%	2523
2025 Q1	$6.59K	Hold	33	–	–	﹤0.01%	2715
2024 Q4	$9.15K	Hold	33	–	–	﹤0.01%	2490
2024 Q3	$8.36K	Hold	33	–	–	﹤0.01%	2430
2024 Q2	$6.88K	Sell	33 -5	-13%	-$973	﹤0.01%	2407
2024 Q1	$7.32K	Buy	38 +5	+15%	+$905	﹤0.01%	2338
2023 Q4	$5.64K	Buy	+33	New	+$4.78K	﹤0.01%	2366
2023 Q3	–	Sell	-6	Closed	-$742	–	3033
2023 Q2	$742	Buy	+6	New	+$690	﹤0.01%	2749
2023 Q1	–	Sell	-13	Closed	-$1.42K	–	3033
2022 Q4	$1.42K	Buy	13 +5	+63%	+$522	﹤0.01%	2604
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	2562
2022 Q2	$1K	Buy	+8	New	+$852	﹤0.01%	2562
2021 Q4	$2K	Sell	12 -196	-94%	-$28.6K	﹤0.01%	2386
2021 Q3	$28K	Buy	208 +153	+278%	+$20.8K	﹤0.01%	2111
2021 Q2	$8K	Sell	55 -155	-74%	-$21.7K	﹤0.01%	2835
2021 Q1	$28K	Buy	+210	New	+$25.6K	﹤0.01%	2014

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