Natixis Advisors
EVR icon

Natixis Advisors’s Evercore EVR Stock Holding History

Natixis 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 		$10.1M Sell
33,949
-1,431
-4% -$469K 0.01% 669
2025
Q4 		$12M Sell
35,380
-897
-2% -$288K 0.02% 614
2025
Q3 		$12.2M Buy
36,277
+2,098
+6% +$657K 0.02% 615
2025
Q2 		$9.23M Buy
34,179
+21,040
+160% +$4.63M 0.01% 675
2025
Q1 		$2.62M Sell
13,139
-1,583
-11% -$394K ﹤0.01% 989
2024
Q4 		$4.08M Sell
14,722
-28,566
-66% -$8.09M 0.01% 877
2024
Q3 		$11M Sell
43,288
-32,617
-43% -$7.76M 0.02% 631
2024
Q2 		$15.8M Buy
75,905
+8,526
+13% +$1.66M 0.03% 462
2024
Q1 		$13M Buy
67,379
+55,341
+460% +$10M 0.03% 524
2023
Q4 		$2.06M Buy
12,038
+805
+7% +$117K 0.01% 993
2023
Q3 		$1.55M Buy
+11,233
New +$1.52M ﹤0.01% 1059

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