Cerity Partners’s Evercore EVR Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | $16.9M | Buy |  | |||||
| 2025 Q2 | $11.1M | Buy |  | |||||
| 2025 Q1 | $5.29M | Buy |  | |||||
| 2024 Q4 | $7.03M | Buy |  | |||||
| 2024 Q3 | $5.87M | Buy |  | |||||
| 2024 Q2 | $4.2M | Buy |  | |||||
| 2024 Q1 | $3.76M | Buy |  | |||||
| 2023 Q4 | $2.44M | Buy |  | |||||
| 2023 Q3 | $1.93M | Sell |  | |||||
| 2023 Q2 | $1.77M | Buy |  | |||||
| 2023 Q1 | $1.61M | Buy |  | |||||
| 2022 Q4 | $1.52M | Buy |  |