Ameritas Investment Partners’s Evercore EVR Stock Holding History

Ameritas Investment Partners’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Hold	6,966	–	–	0.06%	359
2025 Q1	$1.39M	Sell	6,966 -125	-2%	-$25K	0.05%	480
2024 Q4	$1.97M	Sell	7,091 -223	-3%	-$61.8K	0.06%	337
2024 Q3	$1.85M	Sell	7,314 -223	-3%	-$56.5K	0.06%	364
2024 Q2	$1.57M	Sell	7,537 -116	-2%	-$24.2K	0.05%	414
2024 Q1	$1.47M	Hold	7,653	–	–	0.05%	472
2023 Q4	$1.31M	Sell	7,653 -165	-2%	-$28.2K	0.05%	506
2023 Q3	$1.08M	Sell	7,818 -992	-11%	-$137K	0.04%	530
2023 Q2	$1.09M	Sell	8,810 -287	-3%	-$35.5K	0.04%	559
2023 Q1	$1.05M	Sell	9,097 -164	-2%	-$18.9K	0.04%	563
2022 Q4	$1.17M	Hold	9,261	–	–	0.05%	517
2022 Q3	$761K	Sell	9,261 -1,565	-14%	-$129K	0.03%	622
2022 Q2	$1.01M	Buy	10,826 +321	+3%	+$30K	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%	-$75.2K	0.05%	455
2021 Q2	$1.56M	Sell	11,068 -453	-4%	-$63.8K	0.06%	416
2021 Q1	$1.52M	Buy	11,521 +291	+3%	+$38.3K	0.06%	404
2020 Q4	$1.23M	Sell	11,230 -497	-4%	-$54.5K	0.06%	450
2020 Q3	$768K	Hold	11,727	–	–	0.03%	571
2020 Q2	$691K	Buy	11,727 +764	+7%	+$45K	0.03%	594
2020 Q1	$505K	Hold	10,963	–	–	0.03%	621
2019 Q4	$820K	Sell	10,963 -307	-3%	-$23K	0.04%	588
2019 Q3	$903K	Sell	11,270 -773	-6%	-$61.9K	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%	-$378K	0.06%	426
2018 Q1	$1.36M	Buy	15,629 +12,300	+369%	+$1.07M	0.07%	399
2017 Q4	$300K	Sell	3,329 -262	-7%	-$23.6K	0.01%	882
2017 Q3	$270K	Hold	3,591	–	–	0.01%	917
2017 Q2	$253K	Buy	3,591 +219	+6%	+$15.4K	0.01%	934
2017 Q1	$263K	Hold	3,372	–	–	0.01%	925
2016 Q4	$232K	Buy	+3,372	New	+$232K	0.01%	962