Cerity Partners
EVR icon

Cerity Partners’s Evercore EVR Stock Holding History

Cerity Partners’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.3M Buy
61,453
+12,510
+26% +$4.1M 0.03% 471
2025
Q4 		$16.7M Sell
48,943
-1,122
-2% -$361K 0.02% 463
2025
Q3 		$16.9M Buy
50,065
+8,775
+21% +$2.75M 0.03% 414
2025
Q2 		$11.1M Buy
41,290
+14,786
+56% +$3.25M 0.02% 499
2025
Q1 		$5.29M Buy
26,504
+1,098
+4% +$274K 0.01% 715
2024
Q4 		$7.03M Buy
25,406
+2,229
+10% +$631K 0.02% 602
2024
Q3 		$5.87M Buy
23,177
+3,006
+15% +$715K 0.01% 644
2024
Q2 		$4.2M Buy
20,171
+671
+3% +$131K 0.01% 657
2024
Q1 		$3.76M Buy
19,500
+5,212
+36% +$943K 0.01% 750
2023
Q4 		$2.44M Buy
14,288
+322
+2% +$46.6K 0.01% 711
2023
Q3 		$1.93M Sell
13,966
-318
-2% -$43.2K 0.01% 594
2023
Q2 		$1.77M Buy
14,284
+361
+3% +$41.5K 0.01% 758
2023
Q1 		$1.61M Buy
13,923
+13
+0.1% +$1.62K ﹤0.01% 793
2022
Q4 		$1.52M Buy
+13,910
New +$1.45M 0.01% 587

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