Bellevue Asset 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 | – | Sell |
-14
| Closed | -$4.76K | – | 408 |
|
|
2025
Q4 | $4.76K | Hold |
14
| – | – | ﹤0.01% | 347 |
|
|
2025
Q3 | $4.72K | Hold |
14
| – | – | ﹤0.01% | 350 |
|
|
2025
Q2 | $3.78K | Hold |
14
| – | – | ﹤0.01% | 374 |
|
|
2025
Q1 | $2.8K | Hold |
14
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $3.88K | Hold |
14
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $3.55K | Hold |
14
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $2.92K | Hold |
14
| – | – | ﹤0.01% | 375 |
|
|
2024
Q1 | $2.7K | Hold |
14
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $2.39K | Sell |
14
-6
| -30% | -$869 | ﹤0.01% | 388 |
|
|
2023
Q3 | $2.76K | Hold |
20
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $2.47K | Hold |
20
| – | – | ﹤0.01% | 383 |
|
|
2023
Q1 | $2.31K | Hold |
20
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $2.18K | Hold |
20
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 402 |
|
|
2022
Q1 | $2K | Sell |
20
-6
| -23% | -$738 | ﹤0.01% | 449 |
|
|
2021
Q4 | $4K | Sell |
26
-1
| -4% | -$146 | ﹤0.01% | 399 |
|
|
2021
Q3 | $4K | Hold |
27
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $4K | Sell |
27
-3
| -10% | -$419 | ﹤0.01% | 410 |
|
|
2021
Q1 | $4K | Sell |
30
-3
| -9% | -$366 | ﹤0.01% | 456 |
|
|
2020
Q4 | $4K | Buy |
33
+7
| +27% | +$623 | ﹤0.01% | 457 |
|
|
2020
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 541 |
|
|
2020
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 533 |
|
|
2020
Q1 | $1K | Buy |
26
+13
| +100% | +$871 | ﹤0.01% | 563 |
|
|
2019
Q4 | $1K | Buy |
+13
| New | +$991 | ﹤0.01% | 491 |
|
Other funds holding EVR
VPM
VCM
