Moisand Fitzgerald Tamayo’s Evercore EVR Stock Holding History

Moisand Fitzgerald Tamayo’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	$4.78K	Hold	14	–	–	﹤0.01%	440
2026 Q1	$4.18K	Hold	14	–	–	﹤0.01%	422
2025 Q4	$4.76K	Hold	14	–	–	﹤0.01%	407
2025 Q3	$4.72K	Hold	14	–	–	﹤0.01%	428
2025 Q2	$3.78K	Hold	14	–	–	﹤0.01%	437
2025 Q1	$2.8K	Hold	14	–	–	﹤0.01%	469
2024 Q4	$3.88K	Hold	14	–	–	﹤0.01%	447
2024 Q3	$3.55K	Hold	14	–	–	﹤0.01%	469
2024 Q2	$2.92K	Hold	14	–	–	﹤0.01%	454
2024 Q1	$2.7K	Hold	14	–	–	﹤0.01%	464
2023 Q4	$2.4K	Hold	14	–	–	﹤0.01%	517
2023 Q3	$1.93K	Hold	14	–	–	﹤0.01%	566
2023 Q2	$1.73K	Hold	14	–	–	﹤0.01%	568
2023 Q1	$1.62K	Hold	14	–	–	﹤0.01%	599
2022 Q4	$1.53K	Buy	+14	New	+$1.46K	﹤0.01%	602

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

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

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

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return