Cerity Partners’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
41,290
+14,786
| +56% | +$3.99M | 0.02% | 498 |
|
|
2025
Q1 | $5.29M | Buy |
26,504
+1,098
| +4% | +$219K | 0.01% | 710 |
|
|
2024
Q4 | $7.03M | Buy |
25,406
+2,229
| +10% | +$616K | 0.02% | 602 |
|
|
2024
Q3 | $5.87M | Buy |
23,177
+3,006
| +15% | +$762K | 0.01% | 644 |
|
|
2024
Q2 | $4.2M | Buy |
20,171
+671
| +3% | +$140K | 0.01% | 655 |
|
|
2024
Q1 | $3.76M | Buy |
19,500
+5,212
| +36% | +$1M | 0.01% | 750 |
|
|
2023
Q4 | $2.44M | Buy |
14,288
+322
| +2% | +$55.1K | 0.01% | 706 |
|
|
2023
Q3 | $1.93M | Sell |
13,966
-318
| -2% | -$43.8K | 0.01% | 591 |
|
|
2023
Q2 | $1.77M | Buy |
14,284
+361
| +3% | +$44.6K | 0.01% | 757 |
|
|
2023
Q1 | $1.61M | Buy |
13,923
+13
| +0.1% | +$1.5K | ﹤0.01% | 792 |
|
|
2022
Q4 | $1.52M | Buy |
+13,910
| New | +$1.52M | 0.01% | 586 |
|