Artemis Investment Management’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	$82.1M	Buy	275,182 +69,495	+34%	+$22.8M	0.87%	43
2025 Q4	$70M	Buy	205,687 +94,043	+84%	+$30.2M	0.85%	39
2025 Q3	$37.7M	Buy	+111,644	New	+$35M	0.47%	74
2025 Q1	–	Sell	-116,229	Closed	-$32.2M	–	209
2024 Q4	$32.2M	Buy	+116,229	New	+$32.9M	0.46%	73
2022 Q1	–	Sell	-69,138	Closed	-$9.38M	–	277
2021 Q4	$9.38M	Sell	69,138 -2,492	-3%	-$363K	0.07%	191
2021 Q3	$9.57M	Sell	71,630 -3,529	-5%	-$480K	0.08%	201
2021 Q2	$10.6M	Buy	75,159 +7,282	+11%	+$1.02M	0.09%	193
2021 Q1	$8.94M	Sell	67,877 -12,326	-15%	-$1.51M	0.08%	203
2020 Q4	$8.81M	Buy	+80,203	New	+$7.14M	0.09%	206
2018 Q4	–	Sell	-85,441	Closed	-$8.59M	–	264
2018 Q3	$8.59M	Buy	+85,441	New	+$9.21M	0.1%	207
2017 Q3	–	Sell	-101,388	Closed	-$7.14M	–	220
2017 Q2	$7.14M	Buy	101,388 +25,419	+33%	+$1.85M	0.17%	142
2017 Q1	$5.92M	Buy	+75,969	New	+$5.9M	0.16%	134