VAS
EVR icon

Vestmark Advisory Solutions’s Evercore EVR Stock Holding History

Vestmark Advisory Solutions’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
-5,749
Closed -$1.96M – 1352
2025
Q4 		$1.96M Buy
5,749
+3,090
+116% +$993K 0.03% 584
2025
Q3 		$897K Sell
2,659
-2,466
-48% -$773K 0.02% 562
2025
Q2 		$1.38M Buy
5,125
+920
+22% +$202K 0.02% 439
2025
Q1 		$840K Buy
4,205
+1,310
+45% +$326K 0.02% 428
2024
Q4 		$802K Buy
2,895
+1,092
+61% +$309K 0.03% 355
2024
Q3 		$457K Sell
1,803
-1,171
-39% -$279K 0.02% 392
2024
Q2 		$620K Buy
2,974
+1,232
+71% +$240K 0.03% 370
2024
Q1 		$336K Sell
1,742
-235
-12% -$42.5K 0.01% 428
2023
Q4 		$338K Sell
1,977
-255
-11% -$36.9K 0.02% 393
2023
Q3 		$308K Buy
2,232
+141
+7% +$19.1K 0.02% 343
2023
Q2 		$258K Buy
2,091
+77
+4% +$8.86K 0.01% 755
2023
Q1 		$232K Buy
2,014
+135
+7% +$16.8K 0.01% 775
2022
Q4 		$205K Buy
+1,879
New +$196K 0.01% 795

Other funds holding EVR

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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