AP
EVR icon

Appleton Partners’s Evercore EVR Stock Holding History

Appleton 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 		$8.2M Sell
30,380
-4,597
-13% -$1.24M 0.58% 60
2025
Q1 		$6.99M Buy
34,977
+3,553
+11% +$710K 0.54% 64
2024
Q4 		$8.71M Buy
+31,424
New +$8.71M 0.64% 53