Ameriprise’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 | $16.7M | Buy |
55,954
+1,199
| +2% | +$393K | ﹤0.01% | 1540 |
|
|
2025
Q4 | $18.6M | Sell |
54,755
-396
| -0.7% | -$127K | ﹤0.01% | 1466 |
|
|
2025
Q3 | $18.6M | Sell |
55,151
-3,001
| -5% | -$940K | ﹤0.01% | 1449 |
|
|
2025
Q2 | $15.7M | Sell |
58,152
-949
| -2% | -$209K | ﹤0.01% | 1495 |
|
|
2025
Q1 | $11.8M | Sell |
59,101
-5,474
| -8% | -$1.36M | ﹤0.01% | 1646 |
|
|
2024
Q4 | $17.9M | Sell |
64,575
-6,021
| -9% | -$1.71M | ﹤0.01% | 1398 |
|
|
2024
Q3 | $17.9M | Sell |
70,596
-3,753
| -5% | -$893K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $15.5M | Sell |
74,349
-30,048
| -29% | -$5.85M | ﹤0.01% | 1433 |
|
|
2024
Q1 | $20.1M | Sell |
104,397
-11,305
| -10% | -$2.05M | 0.01% | 1293 |
|
|
2023
Q4 | $19.8M | Sell |
115,702
-6,766
| -6% | -$980K | 0.01% | 1283 |
|
|
2023
Q3 | $16.9M | Sell |
122,468
-6,302
| -5% | -$855K | 0.01% | 1330 |
|
|
2023
Q2 | $15.9M | Sell |
128,770
-23,506
| -15% | -$2.7M | 0.01% | 1409 |
|
|
2023
Q1 | $17.6M | Buy |
152,276
+15,262
| +11% | +$1.9M | 0.01% | 1354 |
|
|
2022
Q4 | $14.9M | Sell |
137,014
-2,018
| -1% | -$211K | 0.01% | 1414 |
|
|
2022
Q3 | $11.4M | Sell |
139,032
-34,432
| -20% | -$3.26M | ﹤0.01% | 1564 |
|
|
2022
Q2 | $16.2M | Sell |
173,464
-8,605
| -5% | -$917K | 0.01% | 1372 |
|
|
2022
Q1 | $20.3M | Sell |
182,069
-10,391
| -5% | -$1.28M | 0.01% | 1344 |
|
|
2021
Q4 | $26.1M | Buy |
192,460
+74,247
| +63% | +$10.8M | 0.01% | 1213 |
|
|
2021
Q3 | $15.8M | Sell |
118,213
-43,306
| -27% | -$5.88M | 0.01% | 1465 |
|
|
2021
Q2 | $22.8M | Sell |
161,519
-45,040
| -22% | -$6.3M | 0.01% | 1251 |
|
|
2021
Q1 | $27.2M | Sell |
206,559
-3,917
| -2% | -$478K | 0.01% | 1096 |
|
|
2020
Q4 | $23.1M | Sell |
210,476
-25,500
| -11% | -$2.27M | 0.01% | 1137 |
|
|
2020
Q3 | $15.5M | Sell |
235,976
-45,224
| -16% | -$2.74M | 0.01% | 1238 |
|
|
2020
Q2 | $16.6M | Sell |
281,200
-71,887
| -20% | -$3.91M | 0.01% | 1176 |
|
|
2020
Q1 | $16.4M | Sell |
353,087
-125,261
| -26% | -$8.39M | 0.01% | 1063 |
|
|
2019
Q4 | $35.8M | Buy |
478,348
+120,373
| +34% | +$9.17M | 0.01% | 854 |
|
|
2019
Q3 | $28.7M | Buy |
357,975
+12,250
| +4% | +$1.02M | 0.01% | 911 |
|
|
2019
Q2 | $30.6M | Buy |
345,725
+14,113
| +4% | +$1.26M | 0.01% | 901 |
|
|
2019
Q1 | $30.2M | Buy |
331,612
+118,190
| +55% | +$10.4M | 0.01% | 904 |
|
|
2018
Q4 | $15.3M | Sell |
213,422
-4,530
| -2% | -$372K | 0.01% | 1241 |
|
|
2018
Q3 | $21.9M | Buy |
217,952
+20,551
| +10% | +$2.21M | 0.01% | 1223 |
|
|
2018
Q2 | $20.8M | Sell |
197,401
-3,033
| -2% | -$313K | 0.01% | 1137 |
|
|
2018
Q1 | $17.5M | Sell |
200,434
-287,176
| -59% | -$27M | 0.01% | 1229 |
|
|
2017
Q4 | $43.9M | Sell |
487,610
-7,560
| -2% | -$631K | 0.02% | 630 |
|
|
2017
Q3 | $39.7M | Sell |
495,170
-12,365
| -2% | -$930K | 0.02% | 649 |
|
|
2017
Q2 | $35.8M | Sell |
507,535
-10,350
| -2% | -$753K | 0.02% | 676 |
|
|
2017
Q1 | $40.3M | Sell |
517,885
-8,401
| -2% | -$652K | 0.02% | 626 |
|
|
2016
Q4 | $36.2M | Buy |
526,286
+292,420
| +125% | +$18M | 0.02% | 658 |
|
|
2016
Q3 | $12M | Sell |
233,866
-1,987
| -0.8% | -$99.9K | 0.01% | 1306 |
|
|
2016
Q2 | $10.4M | Sell |
235,853
-83,254
| -26% | -$4.15M | 0.01% | 1348 |
|
|
2016
Q1 | $16.5M | Buy |
319,107
+52,508
| +20% | +$2.51M | 0.01% | 1043 |
|
|
2015
Q4 | $14.4M | Buy |
266,599
+35,592
| +15% | +$1.92M | 0.01% | 1163 |
|
|
2015
Q3 | $11.6M | Buy |
231,007
+7,451
| +3% | +$408K | 0.01% | 1345 |
|
|
2015
Q2 | $12.1M | Buy |
223,556
+13,491
| +6% | +$688K | 0.01% | 1418 |
|
|
2015
Q1 | $10.9M | Buy |
210,065
+11,606
| +6% | +$590K | 0.01% | 1490 |
|
|
2014
Q4 | $10.4M | Buy |
198,459
+1,915
| +1% | +$95.9K | 0.01% | 1473 |
|
|
2014
Q3 | $9.24M | Buy |
196,544
+11,239
| +6% | +$582K | 0.01% | 1533 |
|
|
2014
Q2 | $10.7M | Buy |
185,305
+9,307
| +5% | +$511K | 0.01% | 1477 |
|
|
2014
Q1 | $9.72M | Buy |
175,998
+10,733
| +6% | +$614K | 0.01% | 1554 |
|
|
2013
Q4 | $9.88M | Buy |
165,265
+10,235
| +7% | +$545K | 0.01% | 1511 |
|
|
2013
Q3 | $7.63M | Buy |
155,030
+66,570
| +75% | +$3.06M | 0.01% | 1649 |
|
|
2013
Q2 | $3.48M | Buy |
+88,460
| New | +$3.43M | ﹤0.01% | 2080 |
|
Other funds holding EVR
VPM
VCM
