VIA
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Vident Investment Advisory’s Evercore EVR Stock Holding History

Vident Investment Advisory’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
2023
Q3 		– Sell
-13,713
Closed -$1.69M – 352
2023
Q2 		$1.69M Sell
13,713
-409
-3% -$47K 0.06% 350
2023
Q1 		$1.63M Sell
14,122
-6,161
-30% -$766K 0.05% 397
2022
Q4 		$2.21M Sell
20,283
-538
-3% -$56.2K 0.08% 273
2022
Q3 		$1.59M Sell
20,821
-249
-1% -$23.5K 0.05% 438
2022
Q2 		$1.97M Buy
21,070
+1,963
+10% +$209K 0.06% 405
2022
Q1 		$2.13M Buy
19,107
+2,985
+19% +$367K 0.06% 432
2021
Q4 		$2.19M Buy
16,122
+788
+5% +$115K 0.06% 417
2021
Q3 		$2.05M Sell
15,334
-1,824
-11% -$248K 0.06% 397
2021
Q2 		$2.42M Sell
17,158
-165
-1% -$23.1K 0.07% 326
2021
Q1 		$2.28M Buy
+17,323
New +$2.12M 0.08% 318
2019
Q1 		– Sell
-27,035
Closed -$1.94M – 749
2018
Q4 		$1.94M Sell
27,035
-21,833
-45% -$1.79M 0.11% 261
2018
Q3 		$4.91M Sell
48,868
-317
-0.6% -$34.2K 0.19% 77
2018
Q2 		$5.19M Buy
49,185
+9,201
+23% +$949K 0.21% 73
2018
Q1 		$3.77M Buy
39,984
+1,326
+3% +$125K 0.15% 129
2017
Q4 		$3.48M Buy
38,658
+3,223
+9% +$269K 0.16% 137
2017
Q3 		$2.84M Buy
35,435
+2,811
+9% +$211K 0.15% 169
2017
Q2 		$2.3M Buy
32,624
+754
+2% +$54.8K 0.19% 207
2017
Q1 		$2.48M Buy
+31,870
New +$2.47M 0.25% 158

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return