Bank of New York Mellon’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.6M | Sell |
357,686
-21,650
| -6% | -$5.85M | 0.02% | 648 |
|
|
2025
Q1 | $75.8M | Buy |
379,336
+10,089
| +3% | +$2.01M | 0.02% | 737 |
|
|
2024
Q4 | $102M | Sell |
369,247
-6,785
| -2% | -$1.88M | 0.02% | 629 |
|
|
2024
Q3 | $95.3M | Sell |
376,032
-35,966
| -9% | -$9.11M | 0.02% | 671 |
|
|
2024
Q2 | $85.9M | Sell |
411,998
-11,399
| -3% | -$2.38M | 0.02% | 716 |
|
|
2024
Q1 | $81.5M | Sell |
423,397
-56,247
| -12% | -$10.8M | 0.02% | 766 |
|
|
2023
Q4 | $82M | Sell |
479,644
-28,404
| -6% | -$4.86M | 0.02% | 749 |
|
|
2023
Q3 | $70M | Sell |
508,048
-10,780
| -2% | -$1.49M | 0.02% | 799 |
|
|
2023
Q2 | $64.1M | Buy |
518,828
+3,589
| +0.7% | +$444K | 0.01% | 868 |
|
|
2023
Q1 | $59.4M | Buy |
515,239
+1,841
| +0.4% | +$212K | 0.01% | 895 |
|
|
2022
Q4 | $56M | Buy |
513,398
+5,354
| +1% | +$584K | 0.01% | 914 |
|
|
2022
Q3 | $41.8M | Sell |
508,044
-32,900
| -6% | -$2.71M | 0.01% | 1065 |
|
|
2022
Q2 | $50.6M | Sell |
540,944
-19,617
| -3% | -$1.84M | 0.01% | 979 |
|
|
2022
Q1 | $62.4M | Sell |
560,561
-36,109
| -6% | -$4.02M | 0.01% | 953 |
|
|
2021
Q4 | $81.1M | Sell |
596,670
-13,102
| -2% | -$1.78M | 0.01% | 823 |
|
|
2021
Q3 | $81.5M | Buy |
609,772
+8,124
| +1% | +$1.09M | 0.02% | 800 |
|
|
2021
Q2 | $84.7M | Sell |
601,648
-18,260
| -3% | -$2.57M | 0.02% | 804 |
|
|
2021
Q1 | $81.7M | Buy |
619,908
+4,455
| +0.7% | +$587K | 0.02% | 810 |
|
|
2020
Q4 | $67.5M | Buy |
615,453
+35,761
| +6% | +$3.92M | 0.01% | 864 |
|
|
2020
Q3 | $37.9M | Sell |
579,692
-16,899
| -3% | -$1.11M | 0.01% | 1069 |
|
|
2020
Q2 | $35.2M | Sell |
596,591
-28,095
| -4% | -$1.66M | 0.01% | 1103 |
|
|
2020
Q1 | $28.8M | Sell |
624,686
-56,852
| -8% | -$2.62M | 0.01% | 1061 |
|
|
2019
Q4 | $51M | Buy |
681,538
+25,423
| +4% | +$1.9M | 0.01% | 964 |
|
|
2019
Q3 | $52.6M | Sell |
656,115
-127,008
| -16% | -$10.2M | 0.01% | 917 |
|
|
2019
Q2 | $69.4M | Sell |
783,123
-67,868
| -8% | -$6.01M | 0.02% | 778 |
|
|
2019
Q1 | $77.4M | Buy |
850,991
+93,128
| +12% | +$8.47M | 0.02% | 720 |
|
|
2018
Q4 | $54.2M | Buy |
757,863
+75,372
| +11% | +$5.39M | 0.02% | 825 |
|
|
2018
Q3 | $68.6M | Buy |
682,491
+24,504
| +4% | +$2.46M | 0.02% | 810 |
|
|
2018
Q2 | $69.4M | Buy |
657,987
+73,661
| +13% | +$7.77M | 0.02% | 792 |
|
|
2018
Q1 | $51M | Sell |
584,326
-48,672
| -8% | -$4.24M | 0.01% | 987 |
|
|
2017
Q4 | $57M | Buy |
632,998
+12,037
| +2% | +$1.08M | 0.02% | 934 |
|
|
2017
Q3 | $49.8M | Sell |
620,961
-43,315
| -7% | -$3.48M | 0.01% | 991 |
|
|
2017
Q2 | $46.8M | Sell |
664,276
-657
| -0.1% | -$46.3K | 0.01% | 1007 |
|
|
2017
Q1 | $51.8M | Sell |
664,933
-2,019
| -0.3% | -$157K | 0.01% | 939 |
|
|
2016
Q4 | $45.8M | Buy |
666,952
+50,151
| +8% | +$3.45M | 0.01% | 993 |
|
|
2016
Q3 | $31.8M | Buy |
616,801
+16,915
| +3% | +$871K | 0.01% | 1150 |
|
|
2016
Q2 | $26.5M | Sell |
599,886
-44,166
| -7% | -$1.95M | 0.01% | 1223 |
|
|
2016
Q1 | $33.3M | Buy |
644,052
+27,519
| +4% | +$1.42M | 0.01% | 1088 |
|
|
2015
Q4 | $33.3M | Buy |
616,533
+61,720
| +11% | +$3.34M | 0.01% | 1065 |
|
|
2015
Q3 | $27.9M | Buy |
554,813
+68,804
| +14% | +$3.46M | 0.01% | 1192 |
|
|
2015
Q2 | $26.2M | Buy |
486,009
+18,731
| +4% | +$1.01M | 0.01% | 1282 |
|
|
2015
Q1 | $24.1M | Buy |
467,278
+27,259
| +6% | +$1.41M | 0.01% | 1355 |
|
|
2014
Q4 | $23M | Buy |
440,019
+39,946
| +10% | +$2.09M | 0.01% | 1367 |
|
|
2014
Q3 | $18.8M | Buy |
400,073
+30,651
| +8% | +$1.44M | 0.01% | 1473 |
|
|
2014
Q2 | $21.3M | Buy |
369,422
+15,926
| +5% | +$918K | 0.01% | 1437 |
|
|
2014
Q1 | $19.5M | Buy |
353,496
+10,614
| +3% | +$586K | 0.01% | 1473 |
|
|
2013
Q4 | $20.5M | Sell |
342,882
-13,237
| -4% | -$791K | 0.01% | 1430 |
|
|
2013
Q3 | $17.5M | Buy |
356,119
+159,522
| +81% | +$7.85M | 0.01% | 1486 |
|
|
2013
Q2 | $7.72M | Buy |
+196,597
| New | +$7.72M | ﹤0.01% | 1928 |
|