NewEdge Advisors’s Eve Holding EVEX Stock Holding History

NewEdge Advisors’s Portfolio EVEX Stock Details EVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-300	Closed	-$972	–	3939
2024 Q3	$972	Hold	300	–	–	﹤0.01%	3513
2024 Q2	$1.22K	Hold	300	–	–	﹤0.01%	3424
2024 Q1	$1.62K	Buy	+300	New	+$1.83K	﹤0.01%	3416

Other funds holding EVEX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NewEdge Advisors's EVEX Position: Q4 2024 in Review

NewEdge Advisors sold out of Eve Holding (EVEX) in Q4 2024, closing a stake of 300 shares — an estimated $972 sold.

NewEdge Advisors first reported a position in EVEX in Q1 2024 and held it in 3 quarters. The position peaked at $1.62K in Q1 2024. 77 funds tracked by Wall St. Rank hold EVEX as of Q4 2024.

NewEdge Advisors reported no remaining Eve Holding position as of Q4 2024 after selling out during the quarter.
NewEdge Advisors sold 300 Eve Holding shares in Q4 2024, an estimated $972.
NewEdge Advisors first reported a position in Eve Holding in Q1 2024 and held it in 3 quarters.
NewEdge Advisors's Eve Holding position peaked at $1.62K in Q1 2024.
77 funds tracked by Wall St. Rank held Eve Holding as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.