Advisors Capital Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.46M | Sell |
21,641
-324
| -1% | -$106K | 0.08% | 191 |
|
|
2025
Q4 | $7.47M | Sell |
21,965
-179
| -0.8% | -$57.5K | 0.09% | 187 |
|
|
2025
Q3 | $7.47M | Buy |
22,144
+534
| +2% | +$167K | 0.09% | 183 |
|
|
2025
Q2 | $5.84M | Buy |
21,610
+1,422
| +7% | +$313K | 0.08% | 187 |
|
|
2025
Q1 | $4.03M | Buy |
20,188
+3,035
| +18% | +$756K | 0.06% | 208 |
|
|
2024
Q4 | $4.75M | Buy |
17,153
+888
| +5% | +$252K | 0.07% | 196 |
|
|
2024
Q3 | $4.12M | Sell |
16,265
-154
| -0.9% | -$36.7K | 0.07% | 204 |
|
|
2024
Q2 | $3.42M | Sell |
16,419
-139
| -0.8% | -$27K | 0.06% | 211 |
|
|
2024
Q1 | $3.19M | Buy |
16,558
+1,373
| +9% | +$248K | 0.06% | 215 |
|
|
2023
Q4 | $2.6M | Buy |
15,185
+233
| +2% | +$33.7K | 0.05% | 230 |
|
|
2023
Q3 | $2.06M | Sell |
14,952
-67
| -0.4% | -$9.1K | 0.05% | 219 |
|
|
2023
Q2 | $1.86M | Buy |
15,019
+13
| +0.1% | +$1.5K | 0.04% | 224 |
|
|
2023
Q1 | $1.73M | Sell |
15,006
-2,460
| -14% | -$306K | 0.04% | 218 |
|
|
2022
Q4 | $1.91M | Buy |
17,466
+224
| +1% | +$23.4K | 0.05% | 213 |
|
|
2022
Q3 | $1.99M | Buy |
17,242
+3,695
| +27% | +$349K | 0.05% | 217 |
|
|
2022
Q2 | $1.27M | Buy |
13,547
+312
| +2% | +$33.2K | 0.04% | 241 |
|
|
2022
Q1 | $1.47M | Buy |
13,235
+1,200
| +10% | +$148K | 0.04% | 220 |
|
|
2021
Q4 | $1.64M | Buy |
12,035
+4,656
| +63% | +$679K | 0.04% | 216 |
|
|
2021
Q3 | $986K | Buy |
7,379
+1,478
| +25% | +$201K | 0.03% | 237 |
|
|
2021
Q2 | $831K | Buy |
5,901
+1,099
| +23% | +$154K | 0.03% | 249 |
|
|
2021
Q1 | $632K | Buy |
+4,802
| New | +$586K | 0.02% | 258 |
|
Other funds holding EVR
VPM
VCM
