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Sequoia Financial Advisors’s Evercore EVR Stock Holding History

Sequoia Financial 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 		$4.89M Sell
16,372
-205
-1% -$67.1K 0.03% 331
2025
Q4 		$5.64M Buy
16,577
+1,538
+10% +$494K 0.03% 299
2025
Q3 		$5.07M Buy
15,039
+2,609
+21% +$818K 0.03% 305
2025
Q2 		$3.36M Buy
12,430
+4,985
+67% +$1.1M 0.02% 357
2025
Q1 		$1.49M Buy
7,445
+1,016
+16% +$253K 0.01% 506
2024
Q4 		$1.78M Buy
+6,429
New +$1.82M 0.02% 434
2024
Q1 		– Sell
-2,064
Closed -$353K – 1210
2023
Q4 		$353K Buy
+2,064
New +$299K ﹤0.01% 860

Other funds holding EVR

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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