Advisors Asset Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
6,308
+1,251
| +25% | +$338K | 0.03% | 617 |
|
|
2025
Q1 | $1.01M | Sell |
5,057
-3,652
| -42% | -$729K | 0.02% | 748 |
|
|
2024
Q4 | $2.41M | Sell |
8,709
-4,410
| -34% | -$1.22M | 0.04% | 515 |
|
|
2024
Q3 | $3.32M | Sell |
13,119
-6,962
| -35% | -$1.76M | 0.06% | 414 |
|
|
2024
Q2 | $4.19M | Sell |
20,081
-4,937
| -20% | -$1.03M | 0.08% | 319 |
|
|
2024
Q1 | $4.82M | Sell |
25,018
-7,146
| -22% | -$1.38M | 0.09% | 275 |
|
|
2023
Q4 | $5.5M | Sell |
32,164
-3,143
| -9% | -$538K | 0.11% | 227 |
|
|
2023
Q3 | $4.87M | Sell |
35,307
-737
| -2% | -$102K | 0.11% | 232 |
|
|
2023
Q2 | $4.45M | Sell |
36,044
-1,229
| -3% | -$152K | 0.09% | 272 |
|
|
2023
Q1 | $4.3M | Sell |
37,273
-770
| -2% | -$88.8K | 0.09% | 284 |
|
|
2022
Q4 | $4.15M | Sell |
38,043
-954
| -2% | -$104K | 0.09% | 279 |
|
|
2022
Q3 | $3.21M | Buy |
38,997
+242
| +0.6% | +$19.9K | 0.07% | 338 |
|
|
2022
Q2 | $3.63M | Sell |
38,755
-412
| -1% | -$38.6K | 0.07% | 317 |
|
|
2022
Q1 | $4.36M | Buy |
39,167
+13
| +0% | +$1.45K | 0.07% | 311 |
|
|
2021
Q4 | $5.32M | Buy |
39,154
+2,606
| +7% | +$354K | 0.08% | 270 |
|
|
2021
Q3 | $4.89M | Buy |
36,548
+1,903
| +5% | +$254K | 0.07% | 269 |
|
|
2021
Q2 | $4.88M | Buy |
34,645
+1,042
| +3% | +$147K | 0.07% | 273 |
|
|
2021
Q1 | $4.43M | Buy |
33,603
+6,009
| +22% | +$792K | 0.07% | 285 |
|
|
2020
Q4 | $3.03M | Buy |
27,594
+4,723
| +21% | +$518K | 0.05% | 388 |
|
|
2020
Q3 | $1.5M | Buy |
22,871
+2,925
| +15% | +$191K | 0.03% | 579 |
|
|
2020
Q2 | $1.18M | Buy |
19,946
+5,940
| +42% | +$350K | 0.02% | 645 |
|
|
2020
Q1 | $645K | Buy |
14,006
+1,849
| +15% | +$85.2K | 0.02% | 745 |
|
|
2019
Q4 | $909K | Buy |
12,157
+1,849
| +18% | +$138K | 0.02% | 790 |
|
|
2019
Q3 | $826K | Buy |
10,308
+151
| +1% | +$12.1K | 0.02% | 823 |
|
|
2019
Q2 | $900K | Sell |
10,157
-256
| -2% | -$22.7K | 0.02% | 827 |
|
|
2019
Q1 | $948K | Sell |
10,413
-194
| -2% | -$17.7K | 0.02% | 840 |
|
|
2018
Q4 | $759K | Sell |
10,607
-2,147
| -17% | -$154K | 0.02% | 860 |
|
|
2018
Q3 | $1.28M | Buy |
12,754
+410
| +3% | +$41.2K | 0.02% | 751 |
|
|
2018
Q2 | $1.3M | Sell |
12,344
-2,772
| -18% | -$292K | 0.02% | 749 |
|
|
2018
Q1 | $1.41M | Sell |
15,116
-234
| -2% | -$21.8K | 0.02% | 708 |
|
|
2017
Q4 | $1.38M | Sell |
15,350
-440
| -3% | -$39.6K | 0.02% | 716 |
|
|
2017
Q3 | $1.27M | Buy |
15,790
+1,443
| +10% | +$116K | 0.02% | 766 |
|
|
2017
Q2 | $1.01M | Buy |
14,347
+1,895
| +15% | +$134K | 0.02% | 879 |
|
|
2017
Q1 | $970K | Buy |
12,452
+5,367
| +76% | +$418K | 0.02% | 873 |
|
|
2016
Q4 | $487K | Buy |
7,085
+4,124
| +139% | +$283K | 0.01% | 1123 |
|
|
2016
Q3 | $153K | Buy |
2,961
+2,870
| +3,154% | +$148K | ﹤0.01% | 1412 |
|
|
2016
Q2 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 1828 |
|
|
2015
Q3 | – | Sell |
-3,501
| Closed | -$189K | – | 1890 |
|
|
2015
Q2 | $189K | Sell |
3,501
-261
| -7% | -$14.1K | ﹤0.01% | 1389 |
|
|
2015
Q1 | $194K | Sell |
3,762
-506
| -12% | -$26.1K | ﹤0.01% | 1347 |
|
|
2014
Q4 | $224K | Sell |
4,268
-1,073
| -20% | -$56.3K | ﹤0.01% | 1292 |
|
|
2014
Q3 | $251K | Sell |
5,341
-815
| -13% | -$38.3K | ﹤0.01% | 1244 |
|
|
2014
Q2 | $355K | Sell |
6,156
-1,151
| -16% | -$66.4K | ﹤0.01% | 1140 |
|
|
2014
Q1 | $404K | Buy |
7,307
+1,176
| +19% | +$65K | 0.01% | 1067 |
|
|
2013
Q4 | $367K | Buy |
6,131
+5,182
| +546% | +$310K | 0.01% | 1046 |
|
|
2013
Q3 | $47K | Buy |
+949
| New | +$47K | ﹤0.01% | 1610 |
|