Itau Unibanco Holding S.A.’s Evercore EVR Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-7,500	Closed	-$1.5M	–	398
2025 Q1	$1.5M	Buy	7,500 +5,300	+241%	+$1.32M	0.06%	120
2024 Q4	$611K	Buy	+2,200	New	+$623K	0.02%	140
2022 Q4	–	Sell	-2,447	Closed	-$201K	–	550
2022 Q3	$201K	Buy	+2,447	New	+$231K	0.01%	226
2020 Q2	–	Sell	-1,080	Closed	-$50K	–	247
2020 Q1	$50K	Sell	1,080 -150	-12%	-$10K	﹤0.01%	264
2019 Q4	$92K	Buy	+1,230	New	+$93.7K	﹤0.01%	537
2019 Q3	–	Sell	-4,855	Closed	-$430K	–	430
2019 Q2	$430K	Buy	4,855 +4,270	+730%	+$380K	0.02%	338
2019 Q1	$41K	Hold	585	–	–	﹤0.01%	542
2018 Q4	$41K	Sell	585 -821	-58%	-$67.4K	﹤0.01%	542
2018 Q3	$141K	Sell	1,406 -345	-20%	-$37.2K	0.01%	391
2018 Q2	$185K	Buy	+1,751	New	+$181K	0.02%	325
2017 Q2	–	Sell	-104	Closed	-$8K	–	695
2017 Q1	$8K	Buy	104 +34	+49%	+$2.64K	﹤0.01%	581
2016 Q4	$5K	Buy	+70	New	+$4.3K	﹤0.01%	356

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

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return