Channing Capital Management’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
$8.17M Sell
27,362
-192,366
-88% -$63M 0.21% 87
2025
Q4
$74.8M Sell
219,728
-46,738
-18% -$15M 1.92% 29
2025
Q3
$89.9M Sell
266,466
-97,236
-27% -$30.5M 2.37% 8
2025
Q2
$98.2M Buy
363,702
+326,828
+886% +$71.9M 2.73% 2
2025
Q1
$7.36M Sell
36,874
-95,246
-72% -$23.7M 0.22% 86
2024
Q4
$36.6M Sell
132,120
-138,527
-51% -$39.2M 0.98% 42
2024
Q3
$68.6M Sell
270,647
-155,193
-36% -$36.9M 1.75% 30
2024
Q2
$88.8M Sell
425,840
-8,589
-2% -$1.67M 2.44% 4
2024
Q1
$83.7M Buy
434,429
+16,858
+4% +$3.05M 2.24% 11
2023
Q4
$71.4M Buy
417,571
+143
+0% +$20.7K 2.11% 16
2023
Q3
$57.6M Buy
417,428
+46,701
+13% +$6.34M 1.9% 26
2023
Q2
$45.8M Buy
370,727
+34,154
+10% +$3.93M 1.41% 37
2023
Q1
$38.8M Buy
336,573
+53,923
+19% +$6.7M 1.25% 42
2022
Q4
$30.8M Buy
+282,650
New +$29.5M 0.98% 42
2020
Q1
Sell
-618,721
Closed -$46.3M 113
2019
Q4
$46.3M Buy
618,721
+15,411
+3% +$1.17M 2.14% 7
2019
Q3
$48.3M Buy
603,310
+101,779
+20% +$8.43M 2.24% 8
2019
Q2
$44.4M Sell
501,531
-82,078
-14% -$7.3M 2.06% 16
2019
Q1
$53.1M Sell
583,609
-22,985
-4% -$2.02M 2.45% 9
2018
Q4
$43.4M Sell
606,594
-61,033
-9% -$5.01M 2.18% 15
2018
Q3
$67.1M Sell
667,627
-21,996
-3% -$2.37M 2.42% 15
2018
Q2
$72.7M Sell
689,623
-170,884
-20% -$17.6M 2.57% 6
2018
Q1
$75M Sell
860,507
-72,893
-8% -$6.87M 2.63% 6
2017
Q4
$84M Buy
933,400
+86,420
+10% +$7.21M 2.83% 3
2017
Q3
$68M Buy
846,980
+12,460
+1% +$937K 2.56% 5
2017
Q2
$58.8M Sell
834,520
-28,992
-3% -$2.11M 2.3% 11
2017
Q1
$67.3M Sell
863,512
-125,333
-13% -$9.73M 2.46% 7
2016
Q4
$67.9M Buy
988,845
+90,089
+10% +$5.54M 2.41% 6
2016
Q3
$46.3M Buy
898,756
+5,033
+0.6% +$253K 1.84% 20
2016
Q2
$39.5M Sell
893,723
-32,628
-4% -$1.62M 1.65% 26
2016
Q1
$47.9M Buy
926,351
+5,258
+0.6% +$251K 2.13% 14
2015
Q4
$49.8M Buy
921,093
+80,461
+10% +$4.34M 2.21% 11
2015
Q3
$42.2M Buy
840,632
+42,268
+5% +$2.32M 2.06% 11
2015
Q2
$43.1M Buy
798,364
+2,808
+0.4% +$143K 1.92% 16
2015
Q1
$41.1M Buy
795,556
+167,116
+27% +$8.49M 1.87% 24
2014
Q4
$32.9M Buy
628,440
+86,695
+16% +$4.34M 1.69% 19
2014
Q3
$25.5M Buy
541,745
+71,640
+15% +$3.71M 1.53% 26
2014
Q2
$27.1M Buy
470,105
+54,054
+13% +$2.97M 1.61% 13
2014
Q1
$23M Sell
416,051
-42,962
-9% -$2.46M 1.47% 24
2013
Q4
$27.4M Buy
459,013
+18,579
+4% +$989K 1.8% 5
2013
Q3
$21.7M Buy
440,434
+78,621
+22% +$3.62M 1.59% 13
2013
Q2
$14.2M Buy
+361,813
New +$14M 1.28% 34

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