Ameritas Investment Partners’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 | $2.13M | Buy |
7,125
+37
| +0.5% | +$12.1K | 0.07% | 327 |
|
|
2025
Q4 | $2.41M | Sell |
7,088
-147
| -2% | -$47.2K | 0.07% | 281 |
|
|
2025
Q3 | $2.44M | Buy |
7,235
+269
| +4% | +$84.3K | 0.07% | 271 |
|
|
2025
Q2 | $1.88M | Hold |
6,966
| – | – | 0.06% | 359 |
|
|
2025
Q1 | $1.39M | Sell |
6,966
-125
| -2% | -$31.1K | 0.05% | 480 |
|
|
2024
Q4 | $1.97M | Sell |
7,091
-223
| -3% | -$63.2K | 0.06% | 337 |
|
|
2024
Q3 | $1.85M | Sell |
7,314
-223
| -3% | -$53.1K | 0.06% | 364 |
|
|
2024
Q2 | $1.57M | Sell |
7,537
-116
| -2% | -$22.6K | 0.05% | 414 |
|
|
2024
Q1 | $1.47M | Hold |
7,653
| – | – | 0.05% | 472 |
|
|
2023
Q4 | $1.31M | Sell |
7,653
-165
| -2% | -$23.9K | 0.05% | 506 |
|
|
2023
Q3 | $1.08M | Sell |
7,818
-992
| -11% | -$135K | 0.04% | 530 |
|
|
2023
Q2 | $1.09M | Sell |
8,810
-287
| -3% | -$33K | 0.04% | 559 |
|
|
2023
Q1 | $1.05M | Sell |
9,097
-164
| -2% | -$20.4K | 0.04% | 563 |
|
|
2022
Q4 | $1.17M | Hold |
9,261
| – | – | 0.05% | 517 |
|
|
2022
Q3 | $761K | Sell |
9,261
-1,565
| -14% | -$148K | 0.03% | 622 |
|
|
2022
Q2 | $1.01M | Buy |
10,826
+321
| +3% | +$34.2K | 0.04% | 524 |
|
|
2022
Q1 | $1.17M | Hold |
10,505
| – | – | 0.04% | 554 |
|
|
2021
Q4 | $1.43M | Hold |
10,505
| – | – | 0.05% | 480 |
|
|
2021
Q3 | $1.4M | Sell |
10,505
-563
| -5% | -$76.5K | 0.05% | 455 |
|
|
2021
Q2 | $1.56M | Sell |
11,068
-453
| -4% | -$63.3K | 0.06% | 416 |
|
|
2021
Q1 | $1.52M | Buy |
11,521
+291
| +3% | +$35.5K | 0.06% | 404 |
|
|
2020
Q4 | $1.23M | Sell |
11,230
-497
| -4% | -$44.2K | 0.06% | 450 |
|
|
2020
Q3 | $768K | Hold |
11,727
| – | – | 0.03% | 571 |
|
|
2020
Q2 | $691K | Buy |
11,727
+764
| +7% | +$41.6K | 0.03% | 594 |
|
|
2020
Q1 | $505K | Hold |
10,963
| – | – | 0.03% | 621 |
|
|
2019
Q4 | $820K | Sell |
10,963
-307
| -3% | -$23.4K | 0.04% | 588 |
|
|
2019
Q3 | $903K | Sell |
11,270
-773
| -6% | -$64.1K | 0.04% | 544 |
|
|
2019
Q2 | $1.07M | Hold |
12,043
| – | – | 0.05% | 483 |
|
|
2019
Q1 | $1.1M | Hold |
12,043
| – | – | 0.05% | 468 |
|
|
2018
Q4 | $862K | Hold |
12,043
| – | – | 0.05% | 511 |
|
|
2018
Q3 | $1.21M | Hold |
12,043
| – | – | 0.06% | 455 |
|
|
2018
Q2 | $1.27M | Sell |
12,043
-3,586
| -23% | -$370K | 0.06% | 426 |
|
|
2018
Q1 | $1.36M | Buy |
15,629
+12,300
| +369% | +$1.16M | 0.07% | 399 |
|
|
2017
Q4 | $300K | Sell |
3,329
-262
| -7% | -$21.9K | 0.01% | 882 |
|
|
2017
Q3 | $270K | Hold |
3,591
| – | – | 0.01% | 917 |
|
|
2017
Q2 | $253K | Buy |
3,591
+219
| +6% | +$15.9K | 0.01% | 934 |
|
|
2017
Q1 | $263K | Hold |
3,372
| – | – | 0.01% | 925 |
|
|
2016
Q4 | $232K | Buy |
+3,372
| New | +$207K | 0.01% | 962 |
|
Other funds holding EVR
VPM
VCM
