Washington Trust Advisors’s Evercore EVR Stock Holding History

Washington Trust 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	$2.02M	Sell	6,783 -125	-2%	-$40.9K	0.16%	80
2025 Q4	$2.35M	Sell	6,908 -137	-2%	-$44K	0.18%	74
2025 Q3	$2.38M	Hold	7,045	–	–	0.18%	72
2025 Q2	$1.9M	Hold	7,045	–	–	0.15%	76
2025 Q1	$1.41M	Sell	7,045 -200	-3%	-$49.8K	0.12%	81
2024 Q4	$2.01M	Hold	7,245	–	–	0.17%	72
2024 Q3	$1.84M	Hold	7,245	–	–	0.16%	73
2024 Q2	$1.51M	Sell	7,245 -100	-1%	-$19.5K	0.14%	76
2024 Q1	$1.41M	Sell	7,345 -900	-11%	-$163K	0.13%	79
2023 Q4	$1.41M	Sell	8,245 -125	-1%	-$18.1K	0.14%	78
2023 Q3	$1.15M	Sell	8,370 -500	-6%	-$67.9K	0.12%	81
2023 Q2	$1.1M	Hold	8,870	–	–	0.11%	88
2023 Q1	$1.02M	Sell	8,870 -100	-1%	-$12.4K	0.1%	92
2022 Q4	$978K	Hold	8,970	–	–	0.11%	100
2022 Q3	$738K	Sell	8,970 -250	-3%	-$23.6K	0.07%	112
2022 Q2	$863K	Sell	9,220 -500	-5%	-$53.3K	0.08%	105
2022 Q1	$1.08M	Sell	9,720 -2,130	-18%	-$262K	0.08%	108
2021 Q4	$1.61M	Buy	+11,850	New	+$1.73M	0.11%	96

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