Canada Life’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 | $8.18M | Buy |
27,364
+432
| +2% | +$141K | 0.01% | 568 |
|
|
2025
Q4 | $9.17M | Sell |
26,932
-3,013
| -10% | -$968K | 0.02% | 545 |
|
|
2025
Q3 | $10.2M | Buy |
29,945
+1,487
| +5% | +$466K | 0.01% | 562 |
|
|
2025
Q2 | $7.69M | Sell |
28,458
-733
| -3% | -$161K | 0.01% | 622 |
|
|
2025
Q1 | $5.83M | Sell |
29,191
-1,508
| -5% | -$376K | 0.01% | 733 |
|
|
2024
Q4 | $8.51M | Sell |
30,699
-2,586
| -8% | -$733K | 0.01% | 613 |
|
|
2024
Q3 | $8.43M | Buy |
33,285
+3,235
| +11% | +$770K | 0.01% | 628 |
|
|
2024
Q2 | $6.26M | Buy |
30,050
+5,846
| +24% | +$1.14M | 0.01% | 708 |
|
|
2024
Q1 | $4.66M | Buy |
24,204
+928
| +4% | +$168K | 0.01% | 842 |
|
|
2023
Q4 | $3.97M | Sell |
23,276
-5,833
| -20% | -$844K | 0.01% | 885 |
|
|
2023
Q3 | $4.01M | Buy |
29,109
+1,234
| +4% | +$168K | 0.01% | 836 |
|
|
2023
Q2 | $3.45M | Sell |
27,875
-2,739
| -9% | -$315K | 0.01% | 899 |
|
|
2023
Q1 | $3.53M | Sell |
30,614
-659
| -2% | -$81.9K | 0.01% | 930 |
|
|
2022
Q4 | $3.42M | Buy |
31,273
+4,293
| +16% | +$448K | 0.01% | 948 |
|
|
2022
Q3 | $2.22M | Buy |
26,980
+4
| +0% | +$378 | 0.01% | 1114 |
|
|
2022
Q2 | $2.52M | Buy |
26,976
+3,915
| +17% | +$417K | 0.01% | 1040 |
|
|
2022
Q1 | $2.64M | Buy |
23,061
+1,959
| +9% | +$241K | 0.01% | 1064 |
|
|
2021
Q4 | $2.86M | Buy |
21,102
+1,227
| +6% | +$179K | 0.01% | 1002 |
|
|
2021
Q3 | $2.68M | Buy |
19,875
+2,810
| +16% | +$382K | 0.01% | 1007 |
|
|
2021
Q2 | $2.4M | Sell |
17,065
-31
| -0.2% | -$4.33K | 0.01% | 1037 |
|
|
2021
Q1 | $2.25M | Sell |
17,096
-777
| -4% | -$94.9K | 0.01% | 1067 |
|
|
2020
Q4 | $1.96M | Sell |
17,873
-1,938
| -10% | -$172K | ﹤0.01% | 1154 |
|
|
2020
Q3 | $1.3M | Sell |
19,811
-1,353
| -6% | -$82.1K | ﹤0.01% | 1277 |
|
|
2020
Q2 | $1.25M | Buy |
21,164
+30
| +0.1% | +$1.63K | ﹤0.01% | 1318 |
|
|
2020
Q1 | $974K | Sell |
21,134
-9,238
| -30% | -$619K | ﹤0.01% | 1307 |
|
|
2019
Q4 | $2.25M | Sell |
30,372
-9,384
| -24% | -$715K | ﹤0.01% | 1060 |
|
|
2019
Q3 | $3.19M | Sell |
39,756
-2,850
| -7% | -$236K | 0.01% | 760 |
|
|
2019
Q2 | $3.77M | Buy |
42,606
+6,721
| +19% | +$598K | 0.01% | 842 |
|
|
2019
Q1 | $3.26M | Sell |
35,885
-791
| -2% | -$69.5K | 0.01% | 795 |
|
|
2018
Q4 | $2.5M | Buy |
36,676
+5,572
| +18% | +$457K | 0.01% | 890 |
|
|
2018
Q3 | $3.13M | Buy |
31,104
+2,025
| +7% | +$218K | 0.01% | 892 |
|
|
2018
Q2 | $3.07M | Buy |
29,079
+4,545
| +19% | +$469K | 0.01% | 904 |
|
|
2018
Q1 | $2.14M | Sell |
24,534
-26,865
| -52% | -$2.53M | 0.01% | 1107 |
|
|
2017
Q4 | $4.62M | Sell |
51,399
-1,971
| -4% | -$164K | 0.01% | 729 |
|
|
2017
Q3 | $4.28M | Sell |
53,370
-6,057
| -10% | -$455K | 0.01% | 747 |
|
|
2017
Q2 | $4.19M | Buy |
59,427
+4,384
| +8% | +$319K | 0.01% | 737 |
|
|
2017
Q1 | $4.29M | Buy |
55,043
+3,579
| +7% | +$278K | 0.01% | 733 |
|
|
2016
Q4 | $3.53M | Sell |
51,464
-759
| -1% | -$46.7K | 0.01% | 800 |
|
|
2016
Q3 | $2.69M | Buy |
52,223
+810
| +2% | +$40.7K | 0.01% | 889 |
|
|
2016
Q2 | $2.27M | Buy |
51,413
+47,158
| +1,108% | +$2.35M | 0.01% | 952 |
|
|
2016
Q1 | $220K | Hold |
4,255
| – | – | ﹤0.01% | 1260 |
|
|
2015
Q4 | $230K | Hold |
4,255
| – | – | ﹤0.01% | 1214 |
|
|
2015
Q3 | $214K | Hold |
4,255
| – | – | ﹤0.01% | 1215 |
|
|
2015
Q2 | $229K | Buy |
4,255
+2,000
| +89% | +$102K | ﹤0.01% | 1302 |
|
|
2015
Q1 | $116K | Hold |
2,255
| – | – | ﹤0.01% | 1703 |
|
|
2014
Q4 | $118K | Hold |
2,255
| – | – | ﹤0.01% | 1642 |
|
|
2014
Q3 | $106K | Hold |
2,255
| – | – | ﹤0.01% | 1640 |
|
|
2014
Q2 | $129K | Buy |
2,255
+1,219
| +118% | +$66.9K | ﹤0.01% | 1402 |
|
|
2014
Q1 | $57K | Hold |
1,036
| – | – | ﹤0.01% | 1709 |
|
|
2013
Q4 | $62K | Buy |
+1,036
| New | +$55.1K | ﹤0.01% | 1658 |
|
Other funds holding EVR
VPM
VCM
