Artemis Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-116,229
| Closed | -$32.2M | – | 208 |
|
|
2024
Q4 | $32.2M | Buy |
+116,229
| New | +$32.2M | 0.46% | 73 |
|
|
2022
Q1 | – | Sell |
-69,138
| Closed | -$9.38M | – | 273 |
|
|
2021
Q4 | $9.38M | Sell |
69,138
-2,492
| -3% | -$338K | 0.07% | 191 |
|
|
2021
Q3 | $9.57M | Sell |
71,630
-3,529
| -5% | -$472K | 0.08% | 201 |
|
|
2021
Q2 | $10.6M | Buy |
75,159
+7,282
| +11% | +$1.03M | 0.09% | 193 |
|
|
2021
Q1 | $8.94M | Sell |
67,877
-12,326
| -15% | -$1.62M | 0.08% | 203 |
|
|
2020
Q4 | $8.81M | Buy |
+80,203
| New | +$8.81M | 0.09% | 204 |
|
|
2018
Q4 | – | Sell |
-85,441
| Closed | -$8.59M | – | 264 |
|
|
2018
Q3 | $8.59M | Buy |
+85,441
| New | +$8.59M | 0.1% | 207 |
|
|
2017
Q3 | – | Sell |
-101,388
| Closed | -$7.15M | – | 220 |
|
|
2017
Q2 | $7.15M | Buy |
101,388
+25,419
| +33% | +$1.79M | 0.17% | 142 |
|
|
2017
Q1 | $5.92M | Buy |
+75,969
| New | +$5.92M | 0.16% | 134 |
|