Putnam Investments’s Evercore EVR Stock Holding History

Putnam Investments’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
2022 Q2	–	Sell	-35,087	Closed	-$3.91M	–	1155
2022 Q1	$3.91M	Buy	+35,087	New	+$4.32M	0.01%	659
2020 Q1	–	Sell	-33,393	Closed	-$2.5M	–	857
2019 Q4	$2.5M	Sell	33,393 -64,646	-66%	-$4.93M	0.01%	699
2019 Q3	$7.85M	Buy	98,039 +3,648	+4%	+$302K	0.02%	415
2019 Q2	$8.36M	Sell	94,391 -1,110	-1%	-$98.8K	0.02%	409
2019 Q1	$8.69M	Buy	95,501 +97	+0.1%	+$8.52K	0.02%	383
2018 Q4	$6.83M	Hold	95,404	–	–	0.02%	405
2018 Q3	$9.59M	Buy	95,404 +41,626	+77%	+$4.49M	0.02%	400
2018 Q2	$5.67M	Sell	53,778 -205	-0.4%	-$21.1K	0.01%	499
2018 Q1	$4.71M	Sell	53,983 -302	-0.6%	-$28.4K	0.01%	513
2017 Q4	$4.88M	Buy	54,285 +22,705	+72%	+$1.89M	0.01%	526
2017 Q3	$2.53M	Buy	31,580 +280	+0.9%	+$21.1K	0.01%	697
2017 Q2	$2.21M	Buy	+31,300	New	+$2.28M	0.01%	767

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Geode Capital Management

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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