Junto Capital Management’s Evercore EVR Stock Holding History

Junto Capital Management’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	$22.3M	Sell	74,760 -147,235	-66%	-$48.2M	0.47%	80
2025 Q4	$75.5M	Buy	221,995 +145,477	+190%	+$46.8M	1.69%	23
2025 Q3	$25.8M	Sell	76,518 -117,964	-61%	-$37M	0.54%	60
2025 Q2	$52.5M	Buy	+194,482	New	+$42.8M	1.11%	40
2021 Q1	–	Sell	-267,725	Closed	-$29.4M	–	59
2020 Q4	$29.4M	Sell	267,725 -208,708	-44%	-$18.6M	0.97%	42
2020 Q3	$31.2M	Buy	+476,433	New	+$28.9M	1.13%	40
2019 Q3	–	Sell	-612,110	Closed	-$54.2M	–	43
2019 Q2	$54.2M	Buy	612,110 +338,417	+124%	+$30.1M	3.13%	14
2019 Q1	$24.9M	Buy	273,693 +32,523	+13%	+$2.86M	1.43%	32
2018 Q4	$17.3M	Buy	241,170 +55,863	+30%	+$4.59M	1.21%	31
2018 Q3	$18.6M	Buy	+185,307	New	+$20M	1.12%	40
2017 Q1	–	Sell	-413,498	Closed	-$28.4M	–	34
2016 Q4	$28.4M	Sell	413,498 -442,627	-52%	-$27.2M	3.1%	18
2016 Q3	$44.1M	Sell	856,125 -65,329	-7%	-$3.29M	5.79%	6
2016 Q2	$40.7M	Buy	921,454 +464,500	+102%	+$23.1M	6.36%	6
2016 Q1	$23.6M	Sell	456,954 -101,880	-18%	-$4.87M	4.05%	16
2015 Q4	$30.2M	Buy	+558,834	New	+$30.2M	4.42%	13
2015 Q1	–	Sell	-278,500	Closed	-$14.6M	–	21
2014 Q4	$14.6M	Buy	+278,500	New	+$13.9M	4.48%	13

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