Oxford Asset Management’s Evercore EVR Stock Holding History

Oxford Asset Management’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 Q3	–	Sell	-2,780	Closed	-$751K	–	535
2025 Q2	$751K	Buy	+2,780	New	+$611K	0.25%	104
2025 Q1	–	Sell	-1,304	Closed	-$361K	–	545
2024 Q4	$361K	Buy	+1,304	New	+$369K	0.16%	223
2020 Q1	–	Sell	-7,570	Closed	-$566K	–	574
2019 Q4	$566K	Sell	7,570 -43,854	-85%	-$3.34M	0.02%	1178
2019 Q3	$4.12M	Buy	51,424 +20,545	+67%	+$1.7M	0.1%	233
2019 Q2	$2.73M	Buy	30,879 +2,864	+10%	+$255K	0.06%	495
2019 Q1	$2.55M	Sell	28,015 -1,465	-5%	-$129K	0.06%	462
2018 Q4	$2.11M	Buy	29,480 +7,463	+34%	+$613K	0.05%	441
2018 Q3	$2.22M	Sell	22,017 -17,460	-44%	-$1.88M	0.05%	611
2018 Q2	$4.21M	Buy	39,477 +23,893	+153%	+$2.46M	0.08%	271
2018 Q1	$1.36M	Buy	+15,584	New	+$1.47M	0.03%	783
2017 Q4	–	Sell	-28,247	Closed	-$2.28M	–	1674
2017 Q3	$2.28M	Buy	28,247 +14,470	+105%	+$1.09M	0.04%	555
2017 Q2	$971K	Buy	13,777 +3,072	+29%	+$223K	0.02%	898
2017 Q1	$834K	Buy	+10,705	New	+$831K	0.02%	870

Other funds holding EVR

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return