Bessemer Group’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 | $77K | Buy |
257
+43
| +20% | +$14.1K | ﹤0.01% | 1558 |
|
|
2025
Q4 | $72K | Sell |
214
-1
| -0.5% | -$321 | ﹤0.01% | 1538 |
|
|
2025
Q3 | $72K | Buy |
215
+39
| +22% | +$12.2K | ﹤0.01% | 1341 |
|
|
2025
Q2 | $48K | Buy |
176
+77
| +78% | +$16.9K | ﹤0.01% | 1341 |
|
|
2025
Q1 | $20K | Sell |
99
-34
| -26% | -$8.47K | ﹤0.01% | 1533 |
|
|
2024
Q4 | $37K | Buy |
133
+38
| +40% | +$10.8K | ﹤0.01% | 1338 |
|
|
2024
Q3 | $25K | Buy |
95
+67
| +239% | +$15.9K | ﹤0.01% | 1469 |
|
|
2024
Q2 | $6K | Hold |
28
| – | – | ﹤0.01% | 1649 |
|
|
2024
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 1702 |
|
|
2023
Q4 | $5K | Sell |
28
-90
| -76% | -$13K | ﹤0.01% | 1763 |
|
|
2023
Q3 | $16K | Buy |
118
+90
| +321% | +$12.2K | ﹤0.01% | 1510 |
|
|
2023
Q2 | $3K | Buy |
+28
| New | +$3.22K | ﹤0.01% | 1937 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1980 |
|
|
2022
Q4 | – | Sell |
-95
| Closed | -$9.92K | – | 1980 |
|
|
2022
Q3 | $8K | Buy |
95
+49
| +107% | +$4.63K | ﹤0.01% | 1597 |
|
|
2022
Q2 | $4K | Sell |
46
-224
| -83% | -$23.9K | ﹤0.01% | 1585 |
|
|
2022
Q1 | $30K | Hold |
270
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q4 | $36K | Sell |
270
-82
| -23% | -$12K | ﹤0.01% | 1179 |
|
|
2021
Q3 | $47K | Buy |
352
+82
| +30% | +$11.1K | ﹤0.01% | 1061 |
|
|
2021
Q2 | $38K | Hold |
270
| – | – | ﹤0.01% | 1117 |
|
|
2021
Q1 | $36K | Sell |
270
-143
| -35% | -$17.5K | ﹤0.01% | 1072 |
|
|
2020
Q4 | $46K | Buy |
413
+367
| +798% | +$32.7K | ﹤0.01% | 1005 |
|
|
2020
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 1239 |
|
|
2020
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 1614 |
|
|
2020
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q4 | $3K | Buy |
+46
| New | +$3.51K | ﹤0.01% | 1518 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1776 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1701 |
|
|
2019
Q1 | – | Sell |
-233
| Closed | -$17K | – | 1817 |
|
|
2018
Q4 | $17K | Sell |
233
-33
| -12% | -$2.71K | ﹤0.01% | 1547 |
|
|
2018
Q3 | $26K | Sell |
266
-1,467
| -85% | -$158K | ﹤0.01% | 1404 |
|
|
2018
Q2 | $183K | Hold |
1,733
| – | – | ﹤0.01% | 997 |
|
|
2018
Q1 | $151K | Buy |
1,733
+1,500
| +644% | +$141K | ﹤0.01% | 1055 |
|
|
2017
Q4 | $21K | Sell |
233
-62
| -21% | -$5.17K | ﹤0.01% | 1414 |
|
|
2017
Q3 | $24K | Buy |
+295
| New | +$22.2K | ﹤0.01% | 1447 |
|
|
2017
Q1 | – | Sell |
-301
| Closed | -$21K | – | 1792 |
|
|
2016
Q4 | $21K | Buy |
+301
| New | +$18.5K | ﹤0.01% | 1514 |
|
|
2016
Q1 | – | Sell |
-5,000
| Closed | -$270K | – | 1530 |
|
|
2015
Q4 | $270K | Buy |
+5,000
| New | +$270K | ﹤0.01% | 702 |
|
|
2014
Q2 | – | Sell |
-72
| Closed | -$4K | – | 1421 |
|
|
2014
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 1189 |
|
|
2013
Q4 | $4K | Buy |
+72
| New | +$3.83K | ﹤0.01% | 1196 |
|
Other funds holding EVR
VPM
VCM
