Brandywine Global Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,136
| Closed | -$9.01M | – | 598 |
|
|
2025
Q1 | $9.01M | Buy |
45,136
+8,318
| +23% | +$2.07M | 0.07% | 273 |
|
|
2024
Q4 | $10.2M | Sell |
36,818
-164
| -0.4% | -$46.5K | 0.07% | 255 |
|
|
2024
Q3 | $10M | Sell |
36,982
-939
| -2% | -$224K | 0.07% | 264 |
|
|
2024
Q2 | $7.9M | Buy |
37,921
+1,452
| +4% | +$283K | 0.06% | 306 |
|
|
2024
Q1 | $7.02M | Sell |
36,469
-373
| -1% | -$67.5K | 0.05% | 344 |
|
|
2023
Q4 | $6.3M | Buy |
36,842
+9,207
| +33% | +$1.33M | 0.05% | 346 |
|
|
2023
Q3 | $3.81M | Buy |
27,635
+14,082
| +104% | +$1.91M | 0.03% | 427 |
|
|
2023
Q2 | $1.68M | Sell |
13,553
-60,514
| -82% | -$6.96M | 0.01% | 572 |
|
|
2023
Q1 | $8.55M | Sell |
74,067
-103
| -0.1% | -$12.8K | 0.07% | 268 |
|
|
2022
Q4 | $8.09M | Buy |
74,170
+11,287
| +18% | +$1.18M | 0.06% | 271 |
|
|
2022
Q3 | $5.17M | Sell |
62,883
-2,999
| -5% | -$284K | 0.05% | 323 |
|
|
2022
Q2 | $6.17M | Sell |
65,882
-336
| -0.5% | -$35.8K | 0.05% | 300 |
|
|
2022
Q1 | $7.37M | Buy |
66,218
+3,082
| +5% | +$379K | 0.05% | 310 |
|
|
2021
Q4 | $8.58M | Hold |
63,136
| – | – | 0.06% | 294 |
|
|
2021
Q3 | $8.44M | Sell |
63,136
-5,442
| -8% | -$740K | 0.06% | 288 |
|
|
2021
Q2 | $9.65M | Sell |
68,578
-1,004
| -1% | -$140K | 0.07% | 281 |
|
|
2021
Q1 | $9.17M | Sell |
69,582
-54,673
| -44% | -$6.68M | 0.07% | 290 |
|
|
2020
Q4 | $13.6M | Sell |
124,255
-425
| -0.3% | -$37.8K | 0.11% | 191 |
|
|
2020
Q3 | $8.16M | Buy |
124,680
+31,144
| +33% | +$1.89M | 0.08% | 224 |
|
|
2020
Q2 | $5.51M | Sell |
93,536
-3,559
| -4% | -$194K | 0.06% | 295 |
|
|
2020
Q1 | $4.47M | Sell |
97,095
-8,141
| -8% | -$545K | 0.05% | 292 |
|
|
2019
Q4 | $7.97M | Sell |
105,236
-5,212
| -5% | -$397K | 0.06% | 291 |
|
|
2019
Q3 | $8.85M | Sell |
110,448
-2,731
| -2% | -$226K | 0.06% | 260 |
|
|
2019
Q2 | $10M | Sell |
113,179
-5,310
| -4% | -$473K | 0.07% | 240 |
|
|
2019
Q1 | $10.8M | Buy |
118,489
+5,969
| +5% | +$524K | 0.07% | 220 |
|
|
2018
Q4 | $8.05M | Sell |
112,520
-185
| -0.2% | -$15.2K | 0.06% | 260 |
|
|
2018
Q3 | $11.3M | Buy |
112,705
+20,530
| +22% | +$2.21M | 0.07% | 235 |
|
|
2018
Q2 | $9.72M | Sell |
92,175
-24,728
| -21% | -$2.55M | 0.06% | 251 |
|
|
2018
Q1 | $10.2M | Sell |
116,903
-4,173
| -3% | -$393K | 0.06% | 262 |
|
|
2017
Q4 | $10.9M | Buy |
121,076
+15,711
| +15% | +$1.31M | 0.07% | 247 |
|
|
2017
Q3 | $8.46M | Sell |
105,365
-2,104
| -2% | -$158K | 0.05% | 321 |
|
|
2017
Q2 | $7.58M | Buy |
+107,469
| New | +$7.82M | 0.05% | 339 |
|
Other funds holding EVR
