Ingalls & Snyder LLC’s Evercore EVR Stock Holding History

Ingalls & Snyder LLC’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	–	Sell	-746	Closed	-$254K	–	474
2025 Q4	$254K	Sell	746 -43	-5%	-$13.8K	0.01%	402
2025 Q3	$266K	Hold	789	–	–	0.01%	407
2025 Q2	$213K	Buy	+789	New	+$174K	0.01%	419
2025 Q1	–	Sell	-797	Closed	-$221K	–	458
2024 Q4	$221K	Sell	797 -175	-18%	-$49.6K	0.01%	391
2024 Q3	$246K	Buy	+972	New	+$231K	0.01%	391
2024 Q1	–	Sell	-1,339	Closed	-$229K	–	451
2023 Q4	$229K	Buy	+1,339	New	+$194K	0.01%	382
2022 Q2	–	Sell	-1,957	Closed	-$218K	–	455
2022 Q1	$218K	Buy	1,957 +12	+0.6%	+$1.48K	0.01%	429
2021 Q4	$264K	Sell	1,945 -2	-0.1%	-$292	0.01%	404
2021 Q3	$260K	Sell	1,947 -97	-5%	-$13.2K	0.01%	395
2021 Q2	$288K	Sell	2,044 -119	-6%	-$16.6K	0.01%	392
2021 Q1	$285K	Buy	2,163 +96	+5%	+$11.7K	0.01%	369
2020 Q4	$227K	Buy	+2,067	New	+$184K	0.01%	385

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