Lindbrook Capital’s Evercore EVR Stock Holding History

Lindbrook Capital’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 Q1	$39.1K	Hold	196	–	–	﹤0.01%	1102
2024 Q4	$54.3K	Hold	196	–	–	﹤0.01%	782
2024 Q3	$49.7K	Hold	196	–	–	﹤0.01%	821
2024 Q2	$40.9K	Buy	196 +7	+4%	+$1.36K	﹤0.01%	885
2024 Q1	$36.4K	Hold	189	–	–	﹤0.01%	910
2023 Q4	$32.3K	Buy	189 +7	+4%	+$1.01K	﹤0.01%	946
2023 Q3	$25.1K	Hold	182	–	–	﹤0.01%	960
2023 Q2	$22.5K	Buy	182 +12	+7%	+$1.38K	﹤0.01%	1023
2023 Q1	$19.6K	Hold	170	–	–	﹤0.01%	1080
2022 Q4	$18.5K	Buy	170 +109	+179%	+$11.4K	﹤0.01%	1092
2022 Q3	$5K	Sell	61 -7	-10%	-$662	﹤0.01%	1658
2022 Q2	$6K	Buy	68 +12	+21%	+$1.28K	﹤0.01%	1461
2022 Q1	$6K	Hold	56	–	–	﹤0.01%	1515
2021 Q4	$8K	Hold	56	–	–	﹤0.01%	1351
2021 Q3	$7K	Hold	56	–	–	﹤0.01%	1122
2021 Q2	$8K	Hold	56	–	–	﹤0.01%	1127
2021 Q1	$7K	Hold	56	–	–	﹤0.01%	1144
2020 Q4	$6K	Hold	56	–	–	﹤0.01%	1106
2020 Q3	$4K	Hold	56	–	–	﹤0.01%	1168
2020 Q2	$3K	Hold	56	–	–	﹤0.01%	1248
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	1180
2019 Q4	$4K	Hold	56	–	–	﹤0.01%	1142
2019 Q3	$4K	Sell	56 -14	-20%	-$1.16K	﹤0.01%	1098
2019 Q2	$6K	Hold	70	–	–	﹤0.01%	1007
2019 Q1	$6K	Hold	70	–	–	﹤0.01%	1028
2018 Q4	$5K	Buy	+70	New	+$5.75K	﹤0.01%	1007

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lindbrook Capital's EVR Position: Q1 2025 in Review

Lindbrook Capital held its Evercore (EVR) position steady in Q1 2025 at 196 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Lindbrook Capital first reported a position in EVR in Q4 2018 and has held it in 26 quarters since. The position peaked at $54.3K in Q4 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

Lindbrook Capital held 196 shares of Evercore worth $39.1K as of Q1 2025.
Lindbrook Capital left its Evercore share count unchanged in Q1 2025.
Evercore made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1102 holding.
Lindbrook Capital first reported a position in Evercore in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's Evercore position peaked at $54.3K in Q4 2024.
551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.