TownSquare Capital’s Evercore EVR Stock Holding History

TownSquare Capital’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	-811	Closed	-$219K	–	455
2025 Q2	$219K	Sell	811 -3,870	-83%	-$851K	0.02%	563
2025 Q1	$935K	Buy	4,681 +539	+13%	+$134K	0.01%	873
2024 Q4	$1.15M	Sell	4,142 -188	-4%	-$53.3K	0.01%	726
2024 Q3	$1.1M	Buy	4,330 +163	+4%	+$38.8K	0.01%	700
2024 Q2	$868K	Sell	4,167 -149	-3%	-$29K	0.01%	706
2024 Q1	$831K	Sell	4,316 -843	-16%	-$153K	0.01%	705
2023 Q4	$882K	Sell	5,159 -248	-5%	-$35.9K	0.02%	633
2023 Q3	$745K	Sell	5,407 -2,081	-28%	-$282K	0.01%	638
2023 Q2	$925K	Buy	7,488 +181	+2%	+$20.8K	0.02%	571
2023 Q1	$843K	Buy	7,307 +395	+6%	+$49.1K	0.02%	530
2022 Q4	$754K	Buy	+6,912	New	+$721K	0.02%	531
2022 Q2	–	Sell	-3,795	Closed	-$422K	–	732
2022 Q1	$422K	Sell	3,795 -127	-3%	-$15.6K	0.01%	531
2021 Q4	$533K	Buy	+3,922	New	+$572K	0.01%	483

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