Ceredex Value Advisors’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 | $36.9M | Buy |
123,525
+23,215
| +23% | +$7.6M | 1.16% | 14 |
|
|
2025
Q4 | $34.1M | Buy |
100,310
+26,885
| +37% | +$8.64M | 1.03% | 21 |
|
|
2025
Q3 | $24.8M | Sell |
73,425
-56,825
| -44% | -$17.8M | 0.57% | 62 |
|
|
2025
Q2 | $35.2M | Buy |
130,250
+88,950
| +215% | +$19.6M | 0.76% | 46 |
|
|
2025
Q1 | $8.25M | Buy |
41,300
+5,050
| +14% | +$1.26M | 0.18% | 154 |
|
|
2024
Q4 | $10M | Buy |
36,250
+6,625
| +22% | +$1.88M | 0.2% | 143 |
|
|
2024
Q3 | $7.51M | Sell |
29,625
-12,257
| -29% | -$2.92M | 0.15% | 148 |
|
|
2024
Q2 | $8.73M | Buy |
41,882
+1,475
| +4% | +$287K | 0.16% | 147 |
|
|
2024
Q1 | $7.78M | Sell |
40,407
-14,343
| -26% | -$2.6M | 0.14% | 150 |
|
|
2023
Q4 | $9.36M | Sell |
54,750
-26,050
| -32% | -$3.77M | 0.16% | 135 |
|
|
2023
Q3 | $11.1M | Sell |
80,800
-6,650
| -8% | -$903K | 0.2% | 118 |
|
|
2023
Q2 | $10.8M | Buy |
87,450
+37,866
| +76% | +$4.36M | 0.17% | 129 |
|
|
2023
Q1 | $5.72M | Sell |
49,584
-3,116
| -6% | -$387K | 0.09% | 154 |
|
|
2022
Q4 | $5.75M | Sell |
52,700
-1,117
| -2% | -$117K | 0.09% | 153 |
|
|
2022
Q3 | $4.43M | Sell |
53,817
-851
| -2% | -$80.5K | 0.07% | 144 |
|
|
2022
Q2 | $5.12M | Sell |
54,668
-73,459
| -57% | -$7.83M | 0.08% | 141 |
|
|
2022
Q1 | $14.3M | Sell |
128,127
-198,600
| -61% | -$24.4M | 0.17% | 112 |
|
|
2021
Q4 | $44.4M | Sell |
326,727
-84,089
| -20% | -$12.3M | 0.48% | 75 |
|
|
2021
Q3 | $54.9M | Buy |
410,816
+13,707
| +3% | +$1.86M | 0.62% | 68 |
|
|
2021
Q2 | $55.9M | Sell |
397,109
-57,400
| -13% | -$8.02M | 0.63% | 60 |
|
|
2021
Q1 | $59.9M | Sell |
454,509
-25,800
| -5% | -$3.15M | 0.7% | 55 |
|
|
2020
Q4 | $52.7M | Sell |
480,309
-37,484
| -7% | -$3.34M | 0.67% | 58 |
|
|
2020
Q3 | $33.9M | Buy |
517,793
+47,000
| +10% | +$2.85M | 0.5% | 72 |
|
|
2020
Q2 | $27.7M | Hold |
470,793
| – | – | 0.41% | 83 |
|
|
2020
Q1 | $21.7M | Sell |
470,793
-17,505
| -4% | -$1.17M | 0.37% | 80 |
|
|
2019
Q4 | $36.5M | Sell |
488,298
-61,168
| -11% | -$4.66M | 0.42% | 79 |
|
|
2019
Q3 | $44M | Sell |
549,466
-16,700
| -3% | -$1.38M | 0.52% | 75 |
|
|
2019
Q2 | $50.1M | Sell |
566,166
-78,621
| -12% | -$7M | 0.61% | 63 |
|
|
2019
Q1 | $58.7M | Sell |
644,787
-8,448
| -1% | -$742K | 0.72% | 54 |
|
|
2018
Q4 | $46.7M | Sell |
653,235
-16,392
| -2% | -$1.35M | 0.63% | 64 |
|
|
2018
Q3 | $67.3M | Sell |
669,627
-51,644
| -7% | -$5.57M | 0.76% | 53 |
|
|
2018
Q2 | $76.1M | Sell |
721,271
-40,615
| -5% | -$4.19M | 0.87% | 42 |
|
|
2018
Q1 | $66.4M | Buy |
+761,886
| New | +$71.8M | 0.79% | 43 |
|
Other funds holding EVR
VPM
VCM
