SW
EVR icon

SVB Wealth’s Evercore EVR Stock Holding History

SVB Wealth’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
Q2 		– Sell
-296
Closed -$59.1K – 888
2025
Q1 		$59.1K Buy
+296
New +$73.7K ﹤0.01% 494
2019
Q1 		– Sell
-3,865
Closed -$277K – 403
2018
Q4 		$277K Sell
3,865
-2,895
-43% -$238K 0.01% 356
2018
Q3 		$680K Sell
6,760
-770
-10% -$83K 0.02% 298
2018
Q2 		$794K Sell
7,530
-1,260
-14% -$130K 0.03% 277
2018
Q1 		$766K Sell
8,790
-125
-1% -$11.8K 0.03% 293
2017
Q4 		$802K Sell
8,915
-5
-0.1% -$417 0.03% 288
2017
Q3 		$716K Sell
8,920
-485
-5% -$36.5K 0.03% 304
2017
Q2 		$663K Sell
9,405
-240
-2% -$17.5K 0.03% 318
2017
Q1 		$751K Sell
9,645
-1,945
-17% -$151K 0.03% 294
2016
Q4 		$796K Sell
11,590
-720
-6% -$44.3K 0.03% 277
2016
Q3 		$634K Sell
12,310
-175
-1% -$8.8K 0.03% 303
2016
Q2 		$552K Sell
12,485
-125
-1% -$6.22K 0.02% 323
2016
Q1 		$653K Buy
12,610
+100
+0.8% +$4.78K 0.03% 305
2015
Q4 		$676K Buy
12,510
+560
+5% +$30.2K 0.03% 325
2015
Q3 		$600K Buy
11,950
+465
+4% +$25.5K 0.02% 375
2015
Q2 		$620K Buy
11,485
+130
+1% +$6.63K 0.02% 396
2015
Q1 		$587K Buy
+11,355
New +$577K 0.02% 395

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return