Braun Stacey Associates’s Evercore EVR Stock Holding History

Braun Stacey Associates’s Portfolio EVR Stock Details EVR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$36.8M	Buy
2025 Q2	$28.2M	Sell
2025 Q1	$25.6M	Sell
2024 Q4	$36.8M	Sell
2024 Q3	$35M	Buy
2024 Q2	$26.4M	Buy
2024 Q1	$23M	Buy
2014 Q2	–	Sell
2014 Q1	$273K	Buy