MA
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MCF Advisors’s Evercore EVR Stock Holding History

MCF Advisors’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 		$1.79K Buy
+6
New +$1.97K ﹤0.01% 1210
2025
Q2 		– Sell
-75
Closed -$15K – 916
2025
Q1 		$15K Sell
75
-95
-56% -$23.7K ﹤0.01% 598
2024
Q4 		$47.1K Hold
170
– – ﹤0.01% 416
2024
Q3 		$43.1K Buy
170
+75
+79% +$17.9K ﹤0.01% 421
2024
Q2 		$19.8K Hold
95
– – ﹤0.01% 539
2024
Q1 		$18.3K Hold
95
– – ﹤0.01% 547
2023
Q4 		$16.3K Hold
95
– – ﹤0.01% 537
2023
Q3 		$13.1K Sell
95
-21
-18% -$2.85K ﹤0.01% 544
2023
Q2 		$14.3K Buy
116
+95
+452% +$10.9K ﹤0.01% 520
2023
Q1 		$2.42K Hold
21
– – ﹤0.01% 689
2022
Q4 		$2.29K Hold
21
– – ﹤0.01% 668
2022
Q3 		$2K Hold
21
– – ﹤0.01% 674
2022
Q2 		$2K Buy
+21
New +$2.24K ﹤0.01% 620

Other funds holding EVR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return