Legacy Wealth Asset Management’s Evercore EVR Stock Holding History

Legacy Wealth Asset 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 Q2	$1.2M	Sell	3,521 -150	-4%	-$51.3K	0.26%	100
2026 Q1	$1.1M	Sell	3,671 -135	-4%	-$44.2K	0.27%	105
2025 Q4	$1.29M	Sell	3,806 -7	-0.2%	-$2.25K	0.32%	84
2025 Q3	$1.29M	Sell	3,813 -877	-19%	-$275K	0.31%	88
2025 Q2	$1.27M	Buy	4,690 +170	+4%	+$37.4K	0.32%	81
2025 Q1	$903K	Sell	4,520 -171	-4%	-$42.6K	0.25%	103
2024 Q4	$1.3M	Sell	4,691 -426	-8%	-$121K	0.35%	70
2024 Q3	$1.3M	Sell	5,117 -36	-0.7%	-$8.57K	0.35%	79
2024 Q2	$1.07M	Sell	5,153 -8	-0.2%	-$1.56K	0.3%	90
2024 Q1	$994K	Sell	5,161 -15	-0.3%	-$2.71K	0.28%	100
2023 Q4	$885K	Sell	5,176 -592	-10%	-$85.7K	0.29%	102
2023 Q3	$795K	Sell	5,768 -75	-1%	-$10.2K	0.29%	106
2023 Q2	$722K	Sell	5,843 -104	-2%	-$12K	0.25%	120
2023 Q1	$686K	Sell	5,947 -704	-11%	-$87.5K	0.25%	134
2022 Q4	$725K	Sell	6,651 -35	-0.5%	-$3.65K	0.28%	123
2022 Q3	$550K	Sell	6,686 -66	-1%	-$6.24K	0.24%	149
2022 Q2	$632K	Buy	6,752 +218	+3%	+$23.2K	0.26%	147
2022 Q1	$727K	Buy	6,534 +246	+4%	+$30.3K	0.26%	152
2021 Q4	$854K	Buy	6,288 +305	+5%	+$44.5K	0.29%	136
2021 Q3	$800K	Buy	5,983 +830	+16%	+$113K	0.37%	105
2021 Q2	$725K	Sell	5,153 -589	-10%	-$82.3K	0.32%	129
2021 Q1	$756K	Buy	5,742 +23	+0.4%	+$2.81K	0.35%	113
2020 Q4	$627K	Buy	+5,719	New	+$509K	0.32%	131

Other funds holding EVR

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return