Boston Partners’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 | $173M | Sell |
580,174
-244,186
| -30% | -$80M | 0.18% | 171 |
|
|
2025
Q4 | $281M | Sell |
824,360
-424,613
| -34% | -$136M | 0.29% | 119 |
|
|
2025
Q3 | $421M | Sell |
1,248,973
-471,191
| -27% | -$148M | 0.43% | 72 |
|
|
2025
Q2 | $465M | Buy |
1,720,164
+181,137
| +12% | +$39.8M | 0.52% | 59 |
|
|
2025
Q1 | $307M | Buy |
1,539,027
+73,895
| +5% | +$18.4M | 0.37% | 90 |
|
|
2024
Q4 | $406M | Sell |
1,465,132
-19,035
| -1% | -$5.39M | 0.49% | 63 |
|
|
2024
Q3 | $377M | Sell |
1,484,167
-190,895
| -11% | -$45.4M | 0.44% | 83 |
|
|
2024
Q2 | $350M | Sell |
1,675,062
-34,454
| -2% | -$6.7M | 0.44% | 74 |
|
|
2024
Q1 | $329M | Buy |
1,709,516
+51,028
| +3% | +$9.23M | 0.39% | 91 |
|
|
2023
Q4 | $284M | Buy |
1,658,488
+165,375
| +11% | +$23.9M | 0.38% | 96 |
|
|
2023
Q3 | $205M | Buy |
1,493,113
+5,002
| +0.3% | +$679K | 0.28% | 125 |
|
|
2023
Q2 | $185M | Buy |
1,488,111
+1,091,246
| +275% | +$126M | 0.25% | 131 |
|
|
2023
Q1 | $45.5M | Buy |
396,865
+17,462
| +5% | +$2.17M | 0.06% | 234 |
|
|
2022
Q4 | $43M | Sell |
379,403
-4,725
| -1% | -$493K | 0.06% | 228 |
|
|
2022
Q3 | $33.5M | Sell |
384,128
-7,008
| -2% | -$663K | 0.05% | 248 |
|
|
2022
Q2 | $37M | Sell |
391,136
-147,941
| -27% | -$15.8M | 0.05% | 241 |
|
|
2022
Q1 | $59.5M | Sell |
539,077
-21,412
| -4% | -$2.63M | 0.07% | 223 |
|
|
2021
Q4 | $76.3M | Sell |
560,489
-5,041
| -0.9% | -$735K | 0.09% | 214 |
|
|
2021
Q3 | $76.4M | Buy |
565,530
+33,846
| +6% | +$4.6M | 0.1% | 222 |
|
|
2021
Q2 | $74.8M | Sell |
531,684
-3,361
| -0.6% | -$470K | 0.1% | 225 |
|
|
2021
Q1 | $71M | Sell |
535,045
-9,858
| -2% | -$1.2M | 0.1% | 229 |
|
|
2020
Q4 | $59.7M | Sell |
544,903
-41,730
| -7% | -$3.71M | 0.09% | 224 |
|
|
2020
Q3 | $38.4M | Sell |
586,633
-19,707
| -3% | -$1.2M | 0.07% | 243 |
|
|
2020
Q2 | $35.7M | Sell |
606,340
-8,413
| -1% | -$458K | 0.07% | 250 |
|
|
2020
Q1 | $28.3M | Buy |
614,753
+222,707
| +57% | +$14.9M | 0.06% | 253 |
|
|
2019
Q4 | $29.3M | Buy |
392,046
+127,684
| +48% | +$9.73M | 0.04% | 279 |
|
|
2019
Q3 | $21.1M | Sell |
264,362
-5,276
| -2% | -$437K | 0.03% | 311 |
|
|
2019
Q2 | $23.9M | Sell |
269,638
-27,951
| -9% | -$2.49M | 0.03% | 303 |
|
|
2019
Q1 | $27.1M | Buy |
+297,589
| New | +$26.1M | 0.04% | 292 |
|
|
2017
Q2 | – | Sell |
-8,300
| Closed | -$647K | – | 752 |
|
|
2017
Q1 | $647K | Buy |
+8,300
| New | +$644K | ﹤0.01% | 712 |
|
Other funds holding EVR
VPM
VCM
