UFF
EVR icon

USA Financial Formulas’s Evercore EVR Stock Holding History

USA Financial Formulas’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 		$299 Hold
1
– – ﹤0.01% 430
2025
Q4 		$340 Buy
+1
New +$321 ﹤0.01% 413
2024
Q2 		– Sell
-1,799
Closed -$346K – 328
2024
Q1 		$346K Buy
+1,799
New +$325K 0.06% 126
2021
Q3 		– Sell
-2,573
Closed -$362K – 426
2021
Q2 		$362K Buy
2,573
+315
+14% +$44K 0.3% 93
2021
Q1 		$297K Buy
+2,258
New +$276K 0.24% 104
2019
Q1 		– Sell
-8,517
Closed -$856K – 189
2018
Q4 		$856K Buy
8,517
+4,885
+134% +$401K 0.21% 84
2018
Q3 		$383K Buy
+3,632
New +$391K 0.1% 161
2017
Q3 		– Sell
-7,166
Closed -$505K – 277
2017
Q2 		$505K Buy
+7,166
New +$521K 0.12% 160

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