TWC
EVR icon

TD Waterhouse Canada’s Evercore EVR Stock Holding History

TD Waterhouse Canada’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 		$40.9M Buy
136,010
+122,502
+907% +$40.1M 0.12% 123
2025
Q4 		$4.6M Buy
13,508
+979
+8% +$315K 0.03% 300
2025
Q3 		$4.15M Buy
12,529
+6,201
+98% +$1.94M 0.03% 308
2025
Q2 		$1.75M Buy
6,328
+229
+4% +$50.4K 0.01% 446
2025
Q1 		$1.22M Sell
6,099
-8,170
-57% -$2.04M 0.01% 496
2024
Q4 		$3.95M Buy
14,269
+4,087
+40% +$1.16M 0.03% 293
2024
Q3 		$2.56M Buy
10,182
+1,129
+12% +$269K 0.02% 353
2024
Q2 		$1.91M Buy
9,053
+998
+12% +$194K 0.02% 383
2024
Q1 		$1.55M Buy
+8,055
New +$1.46M 0.01% 428

Other funds holding EVR

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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