ALPS Advisors’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Sell |
36,799
-230
| -0.6% | -$62.1K | 0.06% | 170 |
|
|
2025
Q1 | $7.4M | Buy |
37,029
+4,312
| +13% | +$861K | 0.04% | 185 |
|
|
2024
Q4 | $9.07M | Buy |
32,717
+4,934
| +18% | +$1.37M | 0.06% | 168 |
|
|
2024
Q3 | $7.04M | Sell |
27,783
-20,605
| -43% | -$5.22M | 0.05% | 191 |
|
|
2024
Q2 | $10.1M | Buy |
48,388
+6,583
| +16% | +$1.37M | 0.07% | 155 |
|
|
2024
Q1 | $8.05M | Buy |
41,805
+6,318
| +18% | +$1.22M | 0.06% | 178 |
|
|
2023
Q4 | $6.07M | Buy |
35,487
+4,992
| +16% | +$854K | 0.05% | 196 |
|
|
2023
Q3 | $4.2M | Sell |
30,495
-342
| -1% | -$47.2K | 0.03% | 221 |
|
|
2023
Q2 | $3.81M | Buy |
30,837
+9,609
| +45% | +$1.19M | 0.03% | 217 |
|
|
2023
Q1 | $2.45M | Buy |
21,228
+2,340
| +12% | +$270K | 0.02% | 256 |
|
|
2022
Q4 | $2.06M | Buy |
18,888
+1,970
| +12% | +$215K | 0.02% | 291 |
|
|
2022
Q3 | $1.39M | Buy |
16,918
+2,434
| +17% | +$200K | 0.01% | 377 |
|
|
2022
Q2 | $1.36M | Buy |
14,484
+11,378
| +366% | +$1.07M | 0.01% | 392 |
|
|
2022
Q1 | $346K | Buy |
3,106
+426
| +16% | +$47.5K | ﹤0.01% | 673 |
|
|
2021
Q4 | $364K | Sell |
2,680
-124,946
| -98% | -$17M | ﹤0.01% | 746 |
|
|
2021
Q3 | $17.1M | Buy |
127,626
+125,215
| +5,193% | +$16.7M | 0.16% | 128 |
|
|
2021
Q2 | $339K | Hold |
2,411
| – | – | ﹤0.01% | 736 |
|
|
2021
Q1 | $318K | Buy |
+2,411
| New | +$318K | ﹤0.01% | 785 |
|
|
2020
Q3 | – | Sell |
-4,794
| Closed | -$282K | – | 858 |
|
|
2020
Q2 | $282K | Sell |
4,794
-534
| -10% | -$31.4K | ﹤0.01% | 575 |
|
|
2020
Q1 | $245K | Buy |
5,328
+1,200
| +29% | +$55.2K | ﹤0.01% | 584 |
|
|
2019
Q4 | $309K | Sell |
4,128
-180
| -4% | -$13.5K | ﹤0.01% | 794 |
|
|
2019
Q3 | $345K | Buy |
4,308
+159
| +4% | +$12.7K | ﹤0.01% | 774 |
|
|
2019
Q2 | $367K | Sell |
4,149
-220
| -5% | -$19.5K | ﹤0.01% | 741 |
|
|
2019
Q1 | $398K | Sell |
4,369
-171
| -4% | -$15.6K | ﹤0.01% | 717 |
|
|
2018
Q4 | $325K | Sell |
4,540
-225
| -5% | -$16.1K | ﹤0.01% | 756 |
|
|
2018
Q3 | $479K | Buy |
4,765
+31
| +0.7% | +$3.12K | ﹤0.01% | 703 |
|
|
2018
Q2 | $499K | Sell |
4,734
-224
| -5% | -$23.6K | ﹤0.01% | 578 |
|
|
2018
Q1 | $432K | Sell |
4,958
-1,539
| -24% | -$134K | ﹤0.01% | 769 |
|
|
2017
Q4 | $585K | Hold |
6,497
| – | – | ﹤0.01% | 414 |
|
|
2017
Q3 | $521K | Buy |
+6,497
| New | +$521K | ﹤0.01% | 419 |
|
|
2015
Q3 | – | Sell |
-10,283
| Closed | -$555K | – | 698 |
|
|
2015
Q2 | $555K | Buy |
10,283
+160
| +2% | +$8.64K | ﹤0.01% | 381 |
|
|
2015
Q1 | $523K | Sell |
10,123
-349
| -3% | -$18K | ﹤0.01% | 444 |
|
|
2014
Q4 | $548K | Sell |
10,472
-1,402
| -12% | -$73.4K | ﹤0.01% | 387 |
|
|
2014
Q3 | $558K | Buy |
11,874
+1,510
| +15% | +$71K | ﹤0.01% | 492 |
|
|
2014
Q2 | $597K | Buy |
10,364
+264
| +3% | +$15.2K | 0.01% | 386 |
|
|
2014
Q1 | $558K | Buy |
+10,100
| New | +$558K | 0.01% | 479 |
|