Bahl & Gaynor’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 | $120M | Sell |
401,833
-19,735
| -5% | -$6.46M | 0.6% | 53 |
|
|
2025
Q4 | $143M | Sell |
421,568
-22,454
| -5% | -$7.22M | 0.73% | 44 |
|
|
2025
Q3 | $150M | Sell |
444,022
-20,570
| -4% | -$6.45M | 0.74% | 44 |
|
|
2025
Q2 | $125M | Buy |
464,592
+17,056
| +4% | +$3.75M | 0.63% | 47 |
|
|
2025
Q1 | $89.4M | Sell |
447,536
-1,182
| -0.3% | -$294K | 0.46% | 62 |
|
|
2024
Q4 | $124M | Buy |
448,718
+12,797
| +3% | +$3.62M | 0.66% | 47 |
|
|
2024
Q3 | $110M | Buy |
435,921
+9,669
| +2% | +$2.3M | 0.57% | 55 |
|
|
2024
Q2 | $88.8M | Buy |
426,252
+1,388
| +0.3% | +$270K | 0.5% | 59 |
|
|
2024
Q1 | $81.8M | Sell |
424,864
-16,434
| -4% | -$2.97M | 0.46% | 58 |
|
|
2023
Q4 | $75.5M | Sell |
441,298
-78,924
| -15% | -$11.4M | 0.45% | 58 |
|
|
2023
Q3 | $71.7M | Buy |
520,222
+23,190
| +5% | +$3.15M | 0.46% | 57 |
|
|
2023
Q2 | $61.4M | Buy |
497,032
+20,262
| +4% | +$2.33M | 0.37% | 61 |
|
|
2023
Q1 | $55M | Sell |
476,770
-20,321
| -4% | -$2.53M | 0.3% | 66 |
|
|
2022
Q4 | $54.2M | Buy |
497,091
+41,627
| +9% | +$4.34M | 0.34% | 63 |
|
|
2022
Q3 | $37.5M | Sell |
455,464
-63,715
| -12% | -$6.03M | 0.25% | 65 |
|
|
2022
Q2 | $48.6M | Buy |
519,179
+152,751
| +42% | +$16.3M | 0.32% | 62 |
|
|
2022
Q1 | $40.8M | Sell |
366,428
-26,104
| -7% | -$3.21M | 0.3% | 65 |
|
|
2021
Q4 | $53.3M | Buy |
392,532
+11,981
| +3% | +$1.75M | 0.3% | 63 |
|
|
2021
Q3 | $50.9M | Buy |
380,551
+8,820
| +2% | +$1.2M | 0.31% | 62 |
|
|
2021
Q2 | $52.3M | Buy |
371,731
+85,948
| +30% | +$12M | 0.32% | 62 |
|
|
2021
Q1 | $37.6M | Sell |
285,783
-14,115
| -5% | -$1.72M | 0.24% | 65 |
|
|
2020
Q4 | $32.9M | Buy |
299,898
+13,895
| +5% | +$1.24M | 0.21% | 65 |
|
|
2020
Q3 | $18.7M | Buy |
286,003
+30,078
| +12% | +$1.83M | 0.13% | 79 |
|
|
2020
Q2 | $15.1M | Buy |
255,925
+2,456
| +1% | +$134K | 0.11% | 83 |
|
|
2020
Q1 | $11.7M | Buy |
253,469
+34,847
| +16% | +$2.33M | 0.1% | 88 |
|
|
2019
Q4 | $16.3M | Buy |
218,622
+12,216
| +6% | +$931K | 0.11% | 90 |
|
|
2019
Q3 | $16.5M | Buy |
206,406
+16,540
| +9% | +$1.37M | 0.12% | 92 |
|
|
2019
Q2 | $16.8M | Buy |
189,866
+4,043
| +2% | +$360K | 0.12% | 91 |
|
|
2019
Q1 | $16.9M | Buy |
185,823
+8,560
| +5% | +$752K | 0.16% | 78 |
|
|
2018
Q4 | $12.7M | Sell |
177,263
-7,585
| -4% | -$623K | 0.14% | 81 |
|
|
2018
Q3 | $18.6M | Sell |
184,848
-3,283
| -2% | -$354K | 0.24% | 73 |
|
|
2018
Q2 | $19.8M | Buy |
188,131
+8,391
| +5% | +$865K | 0.21% | 72 |
|
|
2018
Q1 | $15.7M | Sell |
179,740
-1,513
| -0.8% | -$143K | 0.17% | 80 |
|
|
2017
Q4 | $16.3M | Sell |
181,253
-5,286
| -3% | -$441K | 0.17% | 81 |
|
|
2017
Q3 | $15M | Buy |
186,539
+7,296
| +4% | +$549K | 0.16% | 78 |
|
|
2017
Q2 | $12.6M | Sell |
179,243
-10,493
| -6% | -$763K | 0.14% | 87 |
|
|
2017
Q1 | $14.8M | Buy |
189,736
+7,790
| +4% | +$605K | 0.17% | 90 |
|
|
2016
Q4 | $12.5M | Buy |
181,946
+4,708
| +3% | +$289K | 0.15% | 88 |
|
|
2016
Q3 | $9.13M | Buy |
177,238
+2,817
| +2% | +$142K | 0.11% | 93 |
|
|
2016
Q2 | $7.71M | Buy |
174,421
+9,050
| +5% | +$451K | 0.1% | 97 |
|
|
2016
Q1 | $8.56M | Sell |
165,371
-192,742
| -54% | -$9.21M | 0.11% | 95 |
|
|
2015
Q4 | $19.4M | Buy |
358,113
+216,769
| +153% | +$11.7M | 0.27% | 83 |
|
|
2015
Q3 | $7.1M | Buy |
141,344
+22,870
| +19% | +$1.25M | 0.1% | 106 |
|
|
2015
Q2 | $6.39M | Buy |
118,474
+18,000
| +18% | +$918K | 0.09% | 112 |
|
|
2015
Q1 | $5.19M | Buy |
100,474
+52,729
| +110% | +$2.68M | 0.07% | 116 |
|
|
2014
Q4 | $2.5M | Buy |
+47,745
| New | +$2.39M | 0.04% | 163 |
|
Other funds holding EVR
VPM
VCM
