Valeo Financial Advisors’s Evercore EVR Stock Holding History

Valeo Financial Advisors’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	–	Sell	-825	Closed	-$281K	–	798
2025 Q4	$281K	Sell	825 -122	-13%	-$39.2K	0.01%	648
2025 Q3	$319K	Buy	947 +27	+3%	+$8.46K	0.01%	588
2025 Q2	$248K	Buy	+920	New	+$202K	0.01%	639
2025 Q1	–	Sell	-920	Closed	-$255K	–	713
2024 Q4	$255K	Sell	920 -100	-10%	-$28.3K	0.01%	591
2024 Q3	$258K	Sell	1,020 -500	-33%	-$119K	0.01%	575
2024 Q2	$317K	Sell	1,520 -100	-6%	-$19.5K	0.01%	506
2024 Q1	$302K	Buy	+1,620	New	+$293K	0.01%	500
2021 Q2	–	Sell	-29	Closed	-$4K	–	920
2021 Q1	$4K	Buy	+29	New	+$3.54K	﹤0.01%	1617
2020 Q3	–	Sell	-95	Closed	-$6K	–	1761
2020 Q2	$6K	Buy	95 +66	+228%	+$3.59K	﹤0.01%	1445
2020 Q1	$2K	Buy	+29	New	+$1.94K	﹤0.01%	1514
2018 Q4	–	Sell	-26	Closed	-$2K	–	1567
2018 Q3	$2K	Buy	+26	New	+$2.8K	﹤0.01%	1457
2018 Q2	–	Sell	-73	Closed	-$6K	–	1658
2018 Q1	$6K	Buy	+73	New	+$6.88K	﹤0.01%	1069

Other funds holding EVR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return