Bahl & Gaynor’s Evercore EVR Stock Holding History

Bahl & Gaynor’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	$125M	Buy	464,592 +17,056	+4%	+$4.61M	0.63%	47
2025 Q1	$89.4M	Sell	447,536 -1,182	-0.3%	-$236K	0.46%	62
2024 Q4	$124M	Buy	448,718 +12,797	+3%	+$3.55M	0.66%	47
2024 Q3	$110M	Buy	435,921 +9,669	+2%	+$2.45M	0.57%	55
2024 Q2	$88.8M	Buy	426,252 +1,388	+0.3%	+$289K	0.5%	59
2024 Q1	$81.8M	Sell	424,864 -16,434	-4%	-$3.17M	0.46%	58
2023 Q4	$75.5M	Sell	441,298 -78,924	-15%	-$13.5M	0.45%	58
2023 Q3	$71.7M	Buy	520,222 +23,190	+5%	+$3.2M	0.46%	57
2023 Q2	$61.4M	Buy	497,032 +20,262	+4%	+$2.5M	0.37%	61
2023 Q1	$55M	Sell	476,770 -20,321	-4%	-$2.34M	0.3%	66
2022 Q4	$54.2M	Buy	497,091 +41,627	+9%	+$4.54M	0.34%	63
2022 Q3	$37.5M	Sell	455,464 -63,715	-12%	-$5.24M	0.25%	65
2022 Q2	$48.6M	Buy	519,179 +152,751	+42%	+$14.3M	0.32%	62
2022 Q1	$40.8M	Sell	366,428 -26,104	-7%	-$2.91M	0.3%	65
2021 Q4	$53.3M	Buy	392,532 +11,981	+3%	+$1.63M	0.3%	63
2021 Q3	$50.9M	Buy	380,551 +8,820	+2%	+$1.18M	0.31%	62
2021 Q2	$52.3M	Buy	371,731 +85,948	+30%	+$12.1M	0.32%	62
2021 Q1	$37.6M	Sell	285,783 -14,115	-5%	-$1.86M	0.24%	65
2020 Q4	$32.9M	Buy	299,898 +13,895	+5%	+$1.52M	0.21%	65
2020 Q3	$18.7M	Buy	286,003 +30,078	+12%	+$1.97M	0.13%	79
2020 Q2	$15.1M	Buy	255,925 +2,456	+1%	+$145K	0.11%	83
2020 Q1	$11.7M	Buy	253,469 +34,847	+16%	+$1.61M	0.1%	88
2019 Q4	$16.3M	Buy	218,622 +12,216	+6%	+$913K	0.11%	90
2019 Q3	$16.5M	Buy	206,406 +16,540	+9%	+$1.32M	0.12%	92
2019 Q2	$16.8M	Buy	189,866 +4,043	+2%	+$358K	0.12%	91
2019 Q1	$16.9M	Buy	185,823 +8,560	+5%	+$779K	0.16%	78
2018 Q4	$12.7M	Sell	177,263 -7,585	-4%	-$543K	0.14%	81
2018 Q3	$18.6M	Sell	184,848 -3,283	-2%	-$330K	0.24%	73
2018 Q2	$19.8M	Buy	188,131 +8,391	+5%	+$885K	0.21%	72
2018 Q1	$15.7M	Sell	179,740 -1,513	-0.8%	-$132K	0.17%	80
2017 Q4	$16.3M	Sell	181,253 -5,286	-3%	-$476K	0.17%	81
2017 Q3	$15M	Buy	186,539 +7,296	+4%	+$586K	0.16%	78
2017 Q2	$12.6M	Sell	179,243 -10,493	-6%	-$740K	0.14%	87
2017 Q1	$14.8M	Buy	189,736 +7,790	+4%	+$607K	0.17%	90
2016 Q4	$12.5M	Buy	181,946 +4,708	+3%	+$323K	0.15%	88
2016 Q3	$9.13M	Buy	177,238 +2,817	+2%	+$145K	0.11%	93
2016 Q2	$7.71M	Buy	174,421 +9,050	+5%	+$400K	0.1%	97
2016 Q1	$8.56M	Sell	165,371 -192,742	-54%	-$9.97M	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%	+$1.15M	0.1%	106
2015 Q2	$6.39M	Buy	118,474 +18,000	+18%	+$971K	0.09%	112
2015 Q1	$5.19M	Buy	100,474 +52,729	+110%	+$2.72M	0.07%	116
2014 Q4	$2.5M	Buy	+47,745	New	+$2.5M	0.04%	163