Two Sigma Securities’s Evercore EVR Stock Holding History

Two Sigma Securities’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	-2,660	Closed	-$718K	–	1575
2025 Q2	$718K	Buy	+2,660	New	+$585K	0.09%	289
2022 Q1	–	Sell	-1,601	Closed	-$217K	–	2214
2021 Q4	$217K	Buy	+1,601	New	+$233K	0.01%	1020
2020 Q3	–	Sell	-3,587	Closed	-$211K	–	1392
2020 Q2	$211K	Buy	+3,587	New	+$195K	﹤0.01%	1113
2018 Q1	–	Sell	-2,372	Closed	-$213K	–	2734
2017 Q4	$213K	Buy	+2,372	New	+$198K	0.01%	1260
2017 Q2	–	Sell	-3,364	Closed	-$262K	–	948
2017 Q1	$262K	Sell	3,364 -3,162	-48%	-$246K	0.05%	447
2016 Q4	$448K	Buy	+6,526	New	+$401K	0.15%	167

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