Brinker Capital Investments’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
12,672
+1,269
| +11% | +$343K | 0.03% | 533 |
|
|
2025
Q1 | $2.28M | Sell |
11,403
-645
| -5% | -$129K | 0.02% | 643 |
|
|
2024
Q4 | $3.34M | Buy |
12,048
+196
| +2% | +$54.3K | 0.03% | 461 |
|
|
2024
Q3 | $3M | Sell |
11,852
-1,675
| -12% | -$424K | 0.03% | 506 |
|
|
2024
Q2 | $2.82M | Sell |
13,527
-2,426
| -15% | -$506K | 0.03% | 495 |
|
|
2024
Q1 | $3.07M | Sell |
15,953
-889
| -5% | -$171K | 0.03% | 467 |
|
|
2023
Q4 | $2.9M | Sell |
16,842
-1,319
| -7% | -$227K | 0.03% | 456 |
|
|
2023
Q3 | $2.5M | Sell |
18,161
-538
| -3% | -$74.2K | 0.03% | 518 |
|
|
2023
Q2 | $2.31M | Sell |
18,699
-838
| -4% | -$104K | 0.02% | 590 |
|
|
2023
Q1 | $2.25M | Sell |
19,537
-1,248
| -6% | -$144K | 0.03% | 540 |
|
|
2022
Q4 | $2.27M | Sell |
20,785
-175
| -0.8% | -$19.1K | 0.05% | 425 |
|
|
2022
Q3 | $1.72M | Sell |
20,960
-3,214
| -13% | -$264K | 0.04% | 508 |
|
|
2022
Q2 | $2.26M | Buy |
24,174
+4,536
| +23% | +$425K | 0.04% | 429 |
|
|
2022
Q1 | $2.19M | Sell |
19,638
-7,593
| -28% | -$845K | 0.03% | 497 |
|
|
2021
Q4 | $3.7M | Buy |
27,231
+5,044
| +23% | +$685K | 0.05% | 355 |
|
|
2021
Q3 | $3.12M | Hold |
22,187
| – | – | 0.05% | 400 |
|
|
2021
Q2 | $3.12M | Buy |
22,187
+16,752
| +308% | +$2.36M | 0.04% | 457 |
|
|
2021
Q1 | $716K | Sell |
5,435
-397
| -7% | -$52.3K | 0.01% | 798 |
|
|
2020
Q4 | $639K | Buy |
+5,832
| New | +$639K | 0.01% | 781 |
|